Mitchell Ludwig, CFP® is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. Mitchell Ludwig is registered to conduct securities business in AZ, CA, FL, GA, IL, IA, KY, MD, MO, NE, NC, PA, SC, TN, TX, VA. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. http://brokercheck.finra.org
Jon Ludwig is an independent contractor who solicits clients for United Planners Financial Services. Jon does not offer securities or investment advisory services through United Planners.
Neither United Planners nor its financial professionals render tax advice. We work with you and your tax professional to assist you with tax planning. Mitchell is not licensed to sell insurance products and does not receive commission for insurance-related services or recommendations.
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