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Brandon Luedtke

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Rock Spring, GA

Credentials

Series 65

Industry experience

< 1 year

About

Brandon Luedtke is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in hospital psychiatry for eight years. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers services such as financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and a range of investment strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Rock Spring, GA

Most active in

Georgia · Tennessee

Work history

Cambridge Investment Research Advisors

2026 - Present (1 year)

Hospital Psychiatry

2018 - 2026 (8 years)

Unemployed

2018 - 2018 (1 year)

Central Michigan University

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joseph A

Series 63, Series 65

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Joseph Aloisio is a financial advisor with Kovack Advisors, Inc. who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Kovack Advisors since 2015 and has worked with Security Mutual Life Insurance Co. since 1973. Outside of his advisory role, Aloisio is involved in life insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, and also offers financial planning, third-party manager recommendations, and account aggregation services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Charles M

Series 63, Series 65

Dalton, GA

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Charles Miller Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo and Morgan Stanley. Outside of his advisory work, he is a 50% owner of CMSW Farms, LLC, where he oversees farm operations. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base, including individuals, charitable organizations, and institutional clients. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across a wide range of asset classes.

ESG / Sustainable investing Founder/Business Owner Retired
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Amy G

CFP®, Series 66

Dalton, GA

Stratos Wealth Partners, Ltd

Amy Grammer is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2013. She also holds a Series 66 license and has been affiliated with LPL Financial during the same period. Outside of her advisory work, she is CEO and publisher of Beavers Media, LLC, a publishing business, and CEO of Lauren's Freeze Dried Treats, LLC, which sells freeze-dried products at farmers markets. Additionally, she serves as a board member of the Whitfield Healthcare Foundation. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Charles M

Series 66

Dalton, GA

Steward Partners Investment Advisory, LLC

Charles Miller III is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. He has one year of industry experience, including prior roles at Wells Fargo Advisors and Americold Logistics. Outside of his advisory work, he is a partner at ChuckTini, LLC, a brand based in Woodstock, GA, where he oversees brand and design. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base ranging from non-high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party money managers, utilizing a range of investment vehicles tailored to client objectives.

ESG / Sustainable investing Founder/Business Owner Retired
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Emmett L

Series 63, Series 65

Lookout Mountain, GA

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Emmett Law is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at UBS Financial Services and Suntrust Robinson Humphrey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Kayla F

Series 66

Rossville, GA

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Kayla Fortanel is a financial advisor with Principal Financial Services, holding a Series 66 designation and five years of industry experience. She previously worked at Ameriprise and holds board roles including Treasurer of the Chattanooga Medical Group Management Association and board member of The Hope House. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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