Lance Ludwig is a CFP-designated registered investment advisor at Kingdom Financial, based in South Bend, IN, with 10 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Contact
Lance Ludwig
Location
South Bend, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kingdom Financial
Previous Registrations
Korhorn Financial Group
Silver Oak Securities, IncorporatedBroker
Kfg Wealth Management, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Many mid- to late-career professionals face a myriad of financial complexities due to the constant changes in their financial lives, from evolving life seasons to ever-shifting tax and financial laws. Internally, you may grapple with feelings of frustration, overwhelm, and self-doubt regarding your financial decisions. On a spiritual level, the tensions between God's call to faithful stewardship and the opposing forces of doubt and discouragement create significant challenges.