Brett
Ludwig
Jmg Financial Group LTD
Answer a few questions and
get matched with an advisor.
About this Advisor
Brett Ludwig is a certified financial planner who works out of Maple Grove, Minnesota with 5 years of relevant experience. Ludwig is currently employed by Jmg Financial Group LTD. During their career, Ludwig has held roles at Jmg Financial Group, LTD, Michigan Technological University and Lester Park Golf Course. Ludwig can advise clients in Illinois and Minnesota. Jmg Financial Group LTD is a company that has its headquarters in Downers Grove, IL. The firm has offices in two locations and a total of 64 people on staff. It administers $5 billion in total assets among its 4,560 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 4,560 accounts, 76% belong to high-net-worth clients who have more than $1 million in assets available to invest. Jmg Financial Group LTD provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees are based on which services the firm provides the client. However, fee types charged by Jmg Financial Group LTD most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Jmg Financial Group LTD Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4,500,738,000
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
64
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4,560
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$987,004
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brett Ludwig Work History
Brett has been registered as a financial advisor for 5 years.*
Jmg Financial Group, LTD
Jmg Financial Group, LTD
Jmg Financial Group, LTD
Michigan Technological University
Michigan Technological University
Lester Park Golf Course
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Ludwig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jmg Financial Group LTD
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)