Unclaimed
Timothy Ludwig is an investment advisor representative with Wealth Management Group, LLC, located in Naperville, Illinois. Timothy has been in the industry since July 2018 and holds licenses to provide financial services in Illinois, Texas and 22 other states. Timothy specializes in portfolio management for individuals and businesses, and also provides financial planning services. Timothy is also licensed to provide investment advice in Texas and Illinois.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/14/2024 - Present
Wealth Management Group, LLC (Naperville IL)
IL
07/24/2018 - 04/03/2023
EDWARD JONES (Aurora IL)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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