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Cari D

Series 63, Series 65

Adell, WI

Luedtke & Associates LLC

Cari Domask is a financial advisor at Luedtke & Associates LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and Princor Financial Services Corporation. Domask is a one-third passive owner of Beechwood Financial Services. Luedtke & Associates is an SEC-registered investment adviser managing approximately $248 million in assets for around 470 clients. The firm serves individuals, businesses, and plan sponsors, offering portfolio management, financial planning, and retirement-plan advisory services using both proprietary and third-party strategies.

Annuities General retirement planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Austin L

Series 63, Series 65

Adell, WI

Luedtke & Associates LLC

Austin Luedtke is a financial advisor with Luedtke & Associates LLC, holding Series 63 and Series 65 licenses and over 12 years of industry experience. His career includes roles at Commonwealth Financial Network and Principal Securities Inc., as well as running his own sole proprietorship. Outside of advisory work, he owns A6, LLC, an entity created to hold trademarks, and is involved in sharecropping income through The Ace Unlimited. Luedtke & Associates is an SEC-registered investment adviser serving individuals, businesses, and plan sponsors with portfolio management, financial planning, and retirement-plan services. The firm manages approximately $248 million in assets for around 470 clients, offering a blend of in-house and third-party investment strategies alongside insurance and annuity solutions.

Annuities General retirement planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Robert L

Series 63, Series 65

Adell, WI

Luedtke & Associates LLC

Robert Luedtke II is a financial advisor with Luedtke & Associates LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Commonwealth Financial Network and Principal Life Insurance Company, with over three decades advising through his sole proprietorship. Outside of his advisory work, he has been involved in fixed insurance sales and has interests in farming and an inactive racing entity. Luedtke & Associates is an SEC-registered investment adviser serving individuals, businesses, and plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $248 million in assets for around 470 clients, utilizing a combination of discretionary management, third-party asset managers, and strategies such as direct indexing and structured notes.

Annuities General retirement planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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