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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Mid-Career Professionals Divorced

Advisors near 46614

Out of 400,000+ nationwide

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Henry S

CFA®, Series 65

Granger, IN

Devotion Capital Management

Active portfolio management Concentrated stock management Income planning
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Rakesh M

CFP®, Series 63, Series 65

South Bend, IN

Mehta Money, LLC

Annuities
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Lance L

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.

General retirement planning Wealth management Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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William V

Series 66

Granger, IN

Integrity Wealth Advisors

Wealth management College savings (529s, UTMA, etc.) Annuities
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John R

Series 65

Mishawaka, IN

Rosenthal | Henry Capital Advisors, Inc.

Active portfolio management Options & derivatives strategies
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Ronald S

CFP®, Series 63

South Bend, IN

Creative Financial Planning Advisors, Inc.

General retirement planning General tax planning Retired Founder/Business Owner Widow/Widower
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Marlin S

CFP®, Series 63

South Bend, IN

Creative Financial Planning Advisors, Inc.

General retirement planning General tax planning Retired Founder/Business Owner Widow/Widower
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William V

Series 63

Granger, IN

Integrity Wealth Advisors

Wealth management College savings (529s, UTMA, etc.) Annuities
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Eric K

Series 63, Series 65

South Bend, IN

Kestrel Wealth Management, LLC

Active portfolio management
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Michael A

CFP®, Series 65

South Bend, IN

Golden Years Financial Advisors, Inc.

General retirement planning Social Security optimization General tax planning Business ownership considerations
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