Michael R Ludwig
Investment adviser representative at Cetera Investment Advisers LLC
24 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- MML Real Estate Holdings LLCApr 2024 to now
- Ludwig Wealth ManagementDec 2013 to now
- Cetera Investment Advisers LLCNov 2013 to now
- Cetera Financial SpecialistsNov 2013 to now
- Cetera Investment AdvisorsNov 2013 to now
- Ludwig & Associates, LtdOct 2012 to now
- UpsOct 2002 to Feb 2024
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5859759
- Firm CRD
- 105644