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Scott E Ludwig

Financial advisor at Robert W. Baird &

Scott E Ludwig is a fiduciary financial advisor in Mishawaka, Indiana, registered since May 2026. Scott joined Robert W. Baird & in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 118 advisors with offices in Mishawaka, and one of 105 fiduciaries.

Mishawaka, IN 46545Fiduciary advisor

At a glance

ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office4220 Edison Lake Parkway Suite 100, Mishawaka, IN 46545
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state

Services through Robert W. Baird &

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. May 2026 – now

Questions to ask Scott

Tailored to Scott’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Scott

How do I contact Scott?

Call Robert W. Baird & at 414-765-3500 and ask for Scott E Ludwig. Scott works from the Mishawaka, IN office.

How long has Scott been a financial advisor?

Scott is new to the profession, registered since May 2026, and holds 1 license.

What licenses does Scott hold?

Series 66. Tap any license on this page to see what it allows.

Is Scott a fiduciary?

Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Scott paid?

Robert W. Baird & reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Scott for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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