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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Ludwig is a financial advisor with over 30 years of experience in the industry. Kirk is a Certified Financial Planner and a Chartered Financial Consultant, working as an investment advisor representative with Westhill Financial Advisors, Inc. Kirk is registered with the state of California and has worked with Cambridge Investment Research, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States in the past. Westhill Financial Advisors, Inc. provides financial planning, educational seminars, and portfolio management services for individuals, businesses, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/05/2024 - Present
Westhill Financial Advisors, Inc. (SAN RAFAEL CA)
CA
01/19/2007 - 07/05/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN RAFAEL CA)
CA
05/07/1986 - 01/22/2007
AXA ADVISORS, LLC (SAN RAFAEL CA)
NY
05/07/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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