Timothy David Ludwig
Investment adviser representative at Vestgen Advisors, LLC
16 yearsExperience
2 statesRegistered in
$6.7BFirm assets
4 yearsFirm in business
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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
Experience
16 years in the industry.
- Vestgen Advisors, LLCOct 2024 to now
- Private Client ServicesOct 2024 to now
- Fountain Wealth ManagementApr 2023 to now
- Fountain WealthMar 2023 to now
- Raymond James Financial Services Advisors, Inc.Mar 2023 to Oct 2024
- Raymond James Financial Services, Inc.Mar 2023 to Oct 2024
- Edward JonesJun 2018 to Mar 2023
- ComcastMar 2010 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Vestgen Advisors, LLC
$6.7BAssets managed
22,790Clients
58Advisers
4 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
- 6972262
- Firm CRD
- 318657