Daniel Ludwin Cfp® Email & Phone Number

Dan is a Senior Vice President - Investments Fundamental Choice Portfolio Manager with the LUDWIN + CURLEY Wealth Management Group of Wells Fargo Advisors, please see webpage - www.ludwinfinancial.wfadv.com or contact me by e-mail - dan.ludwin@wfadvisors.com or by phone @ 303-488-2444 as I cannot respond to messages through LinkedIn InMail. As a Financial Advisor with the LUDWIN + CURLEY Wealth Management Group of Wells Fargo Advisors, Dan can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- He can help you make informed investment decisions based on your specific needs.Our goal is to assist our clients to live the one life they have to the fullest. To accomplish this, we provide a customized investment planning process. As we develop a successful working relationship, we help our clients achieve their life goals through the use of the firm's Envision® investment planning process.Dan promises to be honest, act with integrity, utilize his resources, educate himself and his clients, communicate effectively and provide exceptional service.This information is intended for use by residents of AL, AZ, CA, CO, FL, GA, KS, MA, MO, MS, NE, NM, NV, OR, PA, TX, VA, and WA only.CA Insurance License # OF49867. Resident of CO. Series 7, 40, 63, 65 registrationsCERTIFIED FINANCIAL PLANNER™ certificant with over 50 years of investment and financial consulting experience./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Financial Advisory, Investments, Asset Allocation, Retirement Planning, and 11 others.

• Senior Vice President-Investments Fundamental Choice Portfolio Manager

  Ludwin + Curley Wealth Management Group Of Wells Fargo Advisors

  1984 - Present - Greenwood Village, Colorado, United States

  Proactively influence the financial experiences of our clients: helping to make their lives more predictable. To accomplish this, we provide a customized investment planning process. As we develop a successful working relationship, we can help you achieve your life goals through the use of the firm's Envision® investment planning tool.