Jim Ludwick, Cfp® is a Retired at Retired. Colleagues describe him as "I recruited Jim Ludwick for a position as a Finacial Advisor. Jim has suberb integrity, excellent personal relationship characteristics, extremely well connected, and strong recommendations from everyone he has worked with. He is "one of a kind"." and "Jim was always very thorough with his clients and provided them with excellent guidance. In addition, he was very good to work with in terms of exsisting and new clients that we worked with together. He was always committed to the client, showed intergrity and overall knowledge of investments and appropriate strategies. Would highly recommend Jim."
-
RetiredRetired Apr 2022 - PresentLas Vegas, Nevada, United StatesRetired Major, USAFRetired Owner, MainStreet Financial Planning, Inc.Retired Coach, Procrastination Junction LLC
-
FounderProcrastination Junction Llc Apr 2022 - Dec 2024Las Vegas, Nevada, United StatesI help fee-only financial advisors improve their sales and communication skills in order to reduce the number of meetings and increase their acquisition and retention of clients along with an improved work-life balance.
-
MemberGarrett Planning Network 2002 - Dec 2024An association of hourly, fee-only financial advisers.
-
FounderMainstreet Financial Planning, Inc. Sep 2002 - Apr 2022Odenton, MdChief Planner, advisor, and referral source for other allied professionals.Jim Ludwick, CFP® founded MainStreet Financial Planning, Inc. (MSFP) in 2002. A retired U.S. Air Force officer, Jim’s career experience includes working as a hospital administrator, commercial real estate broker, life insurance agent, vice president of two different bank trust departments and a regional vice president of very large money management firm.MSFP started in Jim’s home in Odenton, Maryland, but rapidly expanded to become one of the most recognized planning firms in the country due to the public’s interest in accessing fee-only advice on an on-going basis.Jim turned over the ownership reins to Anna Sergunina, CFP, in 2014, and now devotes his time primarily to client meetings, regardless of where he’s currently located throughout the globe. Thanks to the ease of technology and Jim’s personal schedule, he’s an ideal pick for clients looking for meeting flexibility.Clients appreciate Jim’s unique process of listening to their specific concerns and finding innovative solutions that often include habit modification to help them achieve their financial goals. His low-pressure communication style and view on the importance of lifelong learning brings delight to the thousands of clients he’s coached throughout the years.Jim and his wife Carol, a retired nurse, frequently travel to see family and friends. To accommodate both client and the Ludwick lifestyle preferences, many of his appointments are handled via remote audio/video platforms like Zoom or Skype. This allows clients to make timely financial decisions with vital input from Jim Ludwick.
-
PresidentMainstreet Financial Planning, Inc. Sep 2002 - Dec 2013Odenton, MdFounded a multi office, hourly financial planning firm that provides advice by the hour with no product sales or money management.
-
MemberProvisors 1996 - 2010Connected with other trusted advisors in Southern California -
Past DirectorRotary Club Of Annapolis 2007 - 2008International Programs
-
MemberPng 1997 - 2007Connected with trusted advisors serving companies and individuals in Southern California
-
Vice PresidentFisher Investments, Inc. 2001 - 2002Regional Vice President Business Development for Maryland, Northern Virginia, DC -
Former Board MemberNew West Symphony 1999 - 2001 -
Vice PresidentCity National Bank 1998 - 2001Trust and Investments Business Development -
Vice PresidentBank Of America 1996 - 1998Trust and Investments Business Development -
AgentNew York Life Insurance Company Jan 1993 - Sep 1996Agent selling life, health, disability, mutual funds -
MajorUsaf Retired 1965 - 1986Hospital Administrator
-
Graduate StudentUniveristy Of Minnesota 1981 - 1983Healthcare Administration
Jim Ludwick, Cfp® Education Details
-
Healthcare Administration -
Masters Healthcare Administration -
Hospital Adminstration
-
Business -
Finance
-
Hospital And Health Care Facilities Administration/Management
Frequently Asked Questions about Jim Ludwick, Cfp®
What company does Jim Ludwick, Cfp® work for?
Jim Ludwick, Cfp® works for Retired
What is Jim Ludwick, Cfp®'s role at the current company?
Jim Ludwick, Cfp®'s current role is Retired.
What schools did Jim Ludwick, Cfp® attend?
Jim Ludwick, Cfp® attended University Of Arizona, University Of Minnesota, University Of Minnesota, Troy University, University Of Arizona, University Of Minnesota.
Who are Jim Ludwick, Cfp®'s colleagues?
Jim Ludwick, Cfp®'s colleagues are Rob Fullerton, Paulette Jordan, Beth (Elizabeth) Thomson Nixon, Matt Tarkett, Ichi Arifin, Timothy Hawxhurst, Joyce Smith.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial