Brian manages $47 million in AUM as of December 2023. As a Financial Planner, I try to make a difference in the lives of my clients every day by being available to discuss their concerns, problems and successes. I enjoy discussing what life brings us, as well as the options I can share to help. To me, the journey is as much fun as the solution. I get to know my clients and make sure they are receiving the proper guidance for their personal situation.
Over the years, I have weathered market volatility and regulatory shifts with resilience, providing steadfast guidance during turbulent economic periods. This experience has not only solidified my knowledge but also cultivated a sense of trust among my clients, many of whom have relied on my counsel for decades.
My commitment to upholding the highest ethical standards is evident in every client interaction. I understand the profound responsibility of managing individuals' financial well-being, and I approach each engagement with the utmost professionalism and discretion. As a testament to my dedication, I maintain an active pursuit of industry certifications and stay at the forefront of technological advancements to enhance the quality of service I deliver.
With 27 years of experience as my compass, I am excited about the opportunities to continue making a positive impact in the lives of those I serve, offering a steady hand in an ever-evolving financial landscape.
At Forward Wealth Group, we understand that each client is unique, and we tailor our solutions to address specific financial objectives and challenges. Our team of seasoned professionals brings a wealth of knowledge and a client-centric approach to every interaction. Whether you are an individual seeking personalized investment strategies, a business looking for efficient financial management solutions, or an institution requiring sophisticated financial services, we have the knowledge and resources to support your success.
Embracing technological advancements from Nitrogen (formerly Riskalyze) to determine your risk score, we leverage cutting-edge tools and platforms to deliver efficient and effective financial solutions. Our commitment to innovation ensures that our clients have access to the latest financial technologies and market insights.
Integrity, trust, and transparency are the cornerstones of our business. We believe in building long-lasting relationships based on mutual respect and open communication. Our commitment to ethical practices ensures that clients can rely on our services with confidence, knowing that their financial well-being is our top priority.
Dawn Egan
Practice Manager
My journey with Forward Wealth Group began in April 2011, initially as a part-time endeavor that has blossomed into a decade-long career. With a passion for organization and efficiency, I wear multiple hats to keep our practice running like a well-oiled machine.
As the Practice Manager, my primary focus is on customer service, ensuring that each client's journey with Forward Wealth Group is not just satisfactory but exceeds expectations. I take pride in creating an environment where our clients feel heard, valued, and supported throughout their financial planning endeavors.
Away from the office, my world revolves around my family, who share my love for the great outdoors. Whether we're soaking in the serenity of the river, enjoying the tranquility of a lake, or embracing the vastness of the ocean, our favorite memories are on the water.
At Forward Wealth Group, we understand that financial planning is not just about numbers; it's about crafting a future that aligns with your aspirations. I am honored to be part of this journey with you, my goal is to provide you with top-notch service that goes beyond your expectations.
General Information |
| Firm Start Year: | 2023 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 704351 |
| Name of Broker/Dealer: | Commonwealth Financial |
| Name of Custodial Firm: | National Financial Services - NFS |
| States Licensed in: | AR, AZ, FL, GA, IL, IN, KY, MI, OH, TX, WI |
| Number of Years with Current Firm: | 1 |
| Work Experience: |
I am a seasoned financial planner with 27 years of extensive experience in the financial services industry. Throughout my career, I have consistently demonstrated a deep understanding of financial markets, investment strategies, and comprehensive financial planning. I have assisted a diverse range of clients in pursuing their financial goals through personalized and strategic financial planning. I excel in conducting thorough financial assessments, analyzing clients' risk tolerance, and developing tailored investment portfolios to optimize returns while mitigating risks. My commitment to staying up to date with market trends and economic indicators has allowed me to provide timely and informed advice to clients, giving my clients confidence their portfolios are well-positioned for long-term success. Over the years, I have continued to enhance my knowledge in retirement planning, helping clients navigate complex pension plans, social security considerations, and tax-efficient withdrawal strategies. I am proficient in developing comprehensive retirement income plans designed to help empower clients to retire with confidence. In addition to retirement planning, I have a proven track record in education planning, estate planning, and risk management. I am adept at translating complex financial concepts into easily understandable terms, fostering strong client-advisor relationships built on trust and transparency. My communication skills have been instrumental in guiding clients through major life events, such as marriage, childbirth, and unexpected financial challenges. My ability to provide calm and reasoned guidance during challenging times has earned me the trust and loyalty of my clients, many of whom I have had the privilege of serving for multiple decades. In April 2023, I became an independent Financial Planner and opened Forward Wealth Group, after being the same firm over 26 years. Its been a wonderful experience managing my clients assets in a fiduciary manner, working side by side with them. |
| Work with the following types of clients: | Non-Profit Organizations, Investment Clubs, Individual Investors, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Video Conference, Phone, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Long Term Care, Variable Life, Variable Annuity, Annuity, Health, Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Flat Fee, Based on Assets, Hourly |
| Additional Details on Charges: | $100,000 - $500,000 - 1.5% $500,000 - $1,000,000 - 1.25% $1,000,000+ - 1% $2,500,000+ - Negotiable |
| Minimum Fee Charged for Managed Accounts: | $1,500 |
| Minimum Fee Charged for Hourly Planning Accounts: | $250 |
Education |
| Bachelor of Science | Northern Illinois University
08/1987-12/1991 |
Disclosures |
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Brian Luedke is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network®. In these roles, Brian Luedke is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Brian Luedke is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Brian Luedke is required to act in a fiduciary capacity. Commonwealth Financial Network ADV 2A Additional Detailed Disclosures |
Disclaimer |
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Brian Luedke may discuss and/or transact business only with residents in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 4:00 PM |
| Tue. | 8:00 AM - 4:00 PM |
| Wed. | 8:00 AM - 4:00 PM |
| Thu. | 8:00 AM - 4:00 PM |
| Fri. | 8:00 AM - 3:30 PM |
| Check | MasterCard |
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