WARREN LUDFORD CFP®
Warren Ludford is a CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience advising individuals, families, and small business owners. He is affiliated with LPL Financial, the largest independent wealth management firm in the United States. Together they bring one of the best combinations of expertise, resources, ethics, and independent advice available among wealth managers nationwide.
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Financial Advisor with over 25 years of experience
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MBA degree
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Securities licenses: Series 7 (general securities), 65 (investment advisor), 63 (state securities), 24 (general securities principal) held through LPL Financial.
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Insurance licenses: variable annuity, life, disability, long-term care
Warren has several office locations around the Twin Cities Metro Area and is available to meet virtually as well.
CFP® CERTIFICATION
In the financial services industry, the CERTIFIED FINANCIAL PLANNER™ or CFP® designation has become the standard of excellence for financial advisors across the country. But only about one in four* financial advisors in the country have earned the industry benchmark CFP® designation, which is also the most rigorous to obtain and the most comprehensive in scope. 97% of consumers who work with a CFP® Professional trust them and say their advisor offers consistently high-quality financial advice.**
Video: Why choosing a CFP® is important
As a CERTIFIED FINANCIAL PLANNER® professional, Warren meets rigorous education, examination and experience requirements and is committed to high ethical and professional standards. This includes acting as a fiduciary and therefore in their client's best interests at all times when providing financial advice to a client.
ABOUT LPL FINANCIAL
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
LPL Financial San Diego Headquarters
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.