Carsten Murgas, CFP®
Austin
Summary
Highly-Motivated wealth management professional with expertise in financial planning and effective communication. At Ludacka Wealth Partners, I help manage $900 million in client assets, leading generational wealth transitions and educational initiatives. Known for analytical thinking and problem-solving, I deliver tailored solutions, ensuring exceptional client experiences and fostering strong relationships across 40 states.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Wealth Management Advisor
Ludacka Wealth Partners
Austin
01.2025 - Current
- As an Associate Wealth Management advisor, I work with clients in over 40 states and help manage & protect $900 million of client AUM.
- Lead client reviews, present financial plans, and discuss current market trends with our clients.
- Currently, I am leading our G2 client advocacy program to ensure the smooth transition of generational wealth.
- Hosting Finance 101 events to serve and educate the next generation of professionals and entrepreneurs.
- Practice empathetic listening by being my clients' first call when it comes to financial decisions.
Financial Planning Analyst
Ludacka Wealth Partners
Omaha
09.2022 - 12.2025
- As a Financial Planning Analyst, I utilized my expertise in problem-solving to provide comprehensive financial solutions to clients.
- I analyzed client financial situations, developed personalized financial plans, and provided support to over 40 weekly client meetings.
- Facilitated account openings and various investment maintenance, including deposits, transfers, and updates.
- Created personalized financial plans tailored to each client's goals.
- Provided creative solutions for complex situations, working with high-net-worth individuals.
- Maintained strong client relationships, and ensured the best possible experience.
Education
BBA - Financial Planning
Creighton University
Omaha05.2022
Skills
- Financial Planning
- Effective Communication
- Problem Solving Skills
- Analytical Thinking
- Team Player
Certification
• Certified Financial Planner (CFP), April 2025, CRD ID: 406001
• FINRA Series 63: Uniform Securities Agent State Law Exam, May 2024, CRD ID: 7292644
• FINRA Series 7: General Securities Representative Exam, January 24
• FINRA SIE: Securities Industry Essentials, November 23
• NAIC Insurance Producer: Life, Annuities & Health, June 2023, NPN: 20790069
• FINRA Series 63: Uniform Securities Agent State Law Exam, May 2024, CRD ID: 7292644
• FINRA Series 7: General Securities Representative Exam, January 24
• FINRA SIE: Securities Industry Essentials, November 23
• NAIC Insurance Producer: Life, Annuities & Health, June 2023, NPN: 20790069
Timeline
Associate Wealth Management Advisor
Ludacka Wealth Partners
01.2025 - Current
Financial Planning Analyst
Ludacka Wealth Partners
09.2022 - 12.2025
BBA - Financial Planning
Creighton University