Brett
Ludwig

Jmg Financial Group LTD

CRD#7017039
Investment Advisor
in Maple Grove, MN

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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

CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Maple Grove, MN

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Jmg Financial Group LTD Brokerage Details

Total Assets Under Management

$4,500,738,000

MN Average: $6,674,516,078
Total Number of Employees

64

MN Average: 44
Total Number of Accounts

4,560

MN Average: 2,564
Average Account Size

$987,004

MN Average: $2,603,165

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.*

2020 - Present (4 years)

Jmg Financial Group, LTD

2018 - 2019 (1 year)

Jmg Financial Group, LTD

2014 - 2018 (4 years)

Jmg Financial Group, LTD

2013 - 2014 (1 year)

Michigan Technological University

2010 - 2014 (4 years)

Michigan Technological University

2008 - 2013 (5 years)

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

Nicholas Smith
Downers Grove, IL
Matthew Sorenson
Downers Grove, IL
Tony Kozaili
Downers Grove, IL
Meggan Carroll
Downers Grove, IL
William German
Downers Grove, IL
Jeffrey Dohner
Downers Grove, IL
Erik Faust
Downers Grove, IL
Chloe Fakhouri
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.

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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.

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