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Timothy David Ludwig

Wealth Management Group, LLC

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About Timothy David Ludwig

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.

Firm Information

Timothy Ludwig is currently registered with Wealth Management Group, LLC. Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.
Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Ludwig’s Registration & Firm History

IL

10/14/2024 - Present

Wealth Management Group, LLC (Naperville IL)

IL

07/24/2018 - 04/03/2023

EDWARD JONES (Aurora IL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy David Ludwig.
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