Brett
Ludwig

Jmg Financial Group LTD

CRD#7017039
Investment Advisor
in Maple Grove, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brett Ludwig is a financial advisor based in Maple Grove, Minnesota, working with Jmg Financial Group LTD. Brett has previously held a position at Jmg Financial Group, LTD and is registered to provide services in Illinois and Minnesota. Currently, Brett is part of Jmg Financial Group LTD, which operates out of Maple Grove, Minnesota. The firm has 3 offices and 63 employees. The firm manages assets totaling $5.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jmg Financial Group LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Jmg Financial Group LTD Brokerage Details

Total Assets Under Management

$5,415,853,000

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

63

MN Average: 44
Total Number of Accounts

5,079

MN Average: 2,564
Average Account Size

$1,066,323

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

2020 - Present (4 years)

Jmg Financial Group, LTD

2018 - 2019 (1 year)

Jmg Financial Group, LTD

2014 - 2018 (4 years)

Jmg Financial Group, LTD

Created with Highcharts 6.0.7

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

Brett Ludwig
Maple Grove, MN
Timothy Stringer
Downers Grove, IL
William Alexander
Downers Grove, IL
Jacob Stanczyk
Milwaukee, WI
Stephen Gaul
Downers Grove, IL
Robert Lively
Downers Grove, IL
Meggan Carroll
Downers Grove, IL
Brian Vanburen
Downers Grove, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started