Advisor at Robert Baird & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Robert Baird & Co.
Location
Mishawaka, IN 46545
Credentials
Series 66
Industry experience
8 years
Baird is registered as a broker-dealer and may provide trade execution and brokerage services for clients; such services are separate and fees are in addition to advisory fees.
Baird Private Wealth Management
2024 - Present (2 years)
LPL Financial LLC
2019 - 2024 (5 years)
1st Source Bank
2019 - 2024 (5 years)
Edward Jones
2017 - 2019 (2 years)
Allied Industrial Group, Inc.
2016 - 2017 (1 year)
ClubCorp - Knollwood Country Club
2005 - 2017 (12 years)
University of Notre Dame
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
South Bend, IN
Kingdom Financial
Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.
CFP®, Series 63, Series 66
South Bend, IN
Edward Jones
Series 66
Mishawaka, IN
Edward Jones
CFP®, Series 66
Elkhart, IN
Edward Jones
Series 66
Mishawaka, IN
Edward Jones
CFP®, Series 66
Niles, MI
Edward Jones
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