Lance Ludwig
Advisor at Kingdom Financial
Updated today
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.
About
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.
Expertise
General retirement planning
Wealth management
Demographic focus
Christian Faith Based
Gen X (Born 1965-1980)
Fee options
1% on the first $1,000,000
Commonly $4,000 to $7,000
Generally, AUM or Flat Fee, not both.
Work history
Kingdom Financial Limited Liability Company
2023 - Present (3 years)
Silver Oak Securities, Inc.
2018 - 2022 (4 years)
KFG Wealth Management, LLC
2017 - 2023 (6 years)
Korhorn Financial Group, Inc.
2017 - 2023 (6 years)
Securities America, inc.
2016 - 2017 (1 year)
Securities America Advisors
2016 - 2017 (1 year)
IPI Wealth Management
2015 - 2016 (1 year)
Investment Planners
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Leo P
CFP®, Series 63, Series 66
South Bend, IN
Edward Jones
Michael M
Series 66
Mishawaka, IN
Edward Jones
Bret F
Series 66
Mishawaka, IN
Edward Jones
Jennifer S
CFP®, Series 66
Niles, MI
Edward Jones
William S
Series 63, Series 65
South Bend, IN
Merrill
William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.
Amanda G
Series 66
Granger, IN
Edward Jones
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