About Forward Wealth Group
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.
See Disclosures
General Information
Firm Start Year
2023
No. of Employees
2-4
CRD#
2783392
Firm CRD#
8032
Insurance License#
704351
Name of Broker/Dealer
Commonwealth Financial Network
Name of Custodial Firm
National Financial Services - NFS
States Licensed in
Can get licensed in any state
Years of Experience in Financial Services
28
Number of Years with Current Firm
2
Work Experience
I am a seasoned financial planner with 28 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. It's 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
Businesses, Non-Profit Organizations, Individual Investors, Investment Clubs
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Compliance
Registered Representative
Yes
Investment Advisor 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
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®, RICP®, BFA
Securities Licenses
Series 7, Series 6, Series 63, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Additional Details on Charges
This depends on your service model. We have options based on your priorities. To be discussed at our initial meeting in detail with a focus on transparency.
Minimum Fee Charged for Hourly Planning Accounts
$250
Education
Bachelor of Science -
Northern Illinois University
08/1987 -12/1991
Disclosures
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
https://adviserinfo.sec.gov/firm/brochure/8032
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.