Tim Ludlum

Financial Advisor

2380 Washington Blvd.
Ogden, UT 84401
801.629.5032
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Tim Ludlum is a Financial Advisor whose practice is focused on guiding individuals and their families to position themselves financially to reach their most treasured life goals.
Previous to becoming a Financial Advisor in 2014, Tim spent 12 years as an entrepreneur including the founding and sale of 4 businesses. Knowing first-hand the challenges of business ownership gives Tim a rich perspective that informs every planning and investing conversation with his clients.
Tim started in the financial industry with Robert W. Baird & Co. in 2014. After an extensive period of training, he secured his Series 7 and 66 Securities Licenses, as well as Life, Long-Term Care, and Disability Insurance licenses. Tim built his practice for 3 years before transitioning to Raymond James in 2017. In 2023, Tim moved his growing practice to Merrill Lynch, with his practice based in the Ogden, UT office near his home.
Tim and his wife, Elissa, moved to Eden, UT in 2012 to enjoy the outdoors as they raise their active family. Though he regularly travels to visit many of his clients that reside outside Utah, Tim and his family are able to enjoy great times trail running, hiking, skiing, hunting and fishing close to home. Tim runs often on the Utah trails near his home, and participates in several trail races each year. He often says that he loves to travel but has no plans to move from this special part of the world. Tim has been involved with a number of nonprofit organizations in northern Utah, volunteering, advising and serving on boards. Volunteering locally is a core part of Tim's values, and he enjoys helping clients who share similar values.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Videos
Planning for your Financial Journey
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Merrill Lynch Logo
Zane Anderson
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Timothy Ludlum is registered to do business in AL, CA, CO, FL, HI, ID, IL, MD, MI, MT, NE, NV, OH, OK, OR, PA, SC, TX, UT, VA, WA, WY.