Luedtke & Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$222,352,309
Clients
470
Advisors
3
of 6 employees
About
Luedtke & Associates is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), businesses, and plan sponsors. The firm reports managing approximately $248 million in regulatory assets for roughly 470 clients and offers both separately managed accounts and access to third‑party asset managers and model portfolios, as well as insurance and annuity solutions.
Advisors at the firm generally provide discretionary management and construct portfolios using a mix of in‑house management and third‑party strategists; the ADV discloses $222.4 million managed on a discretionary basis and $25.8 million non‑discretionary. The brochure also discloses use of more complex strategies and tools—including direct indexing, structured notes, cryptocurrency exposure, and AI-enabled tools for service delivery—and that custody, fee billing, and operational functions are provided through outside vendors such as Schwab and Orion.
Noteworthy aspects relative to peers include the firm’s rapid accumulation of assets soon after its 2025 launch, resulting in a relatively large asset and client base managed by a small team of three IARs, and the dual role some IARs play as licensed insurance agents. The ADV details the firm’s membership and compensation arrangements with DPL Financial Partners and the receipt of transition benefits from custodians, and it discloses how those relationships limit insurance carrier selection and create potential conflicts of interest.
Client services
Expertise
Fee options
Flat fees or negotiated fees may apply for retirement plan advisory services (amounts not specifically stated)
Up to 1.15% annually (maximum fee not to exceed 1.15%, fee is negotiable and may vary by client and complexity)
Certain Investment Advisory Representatives are licensed insurance agents and receive commissions for insurance sales, which are separate from advisory fees.
Hourly financial planning fees from $150 to $350 per hour (charged only in limited circumstances or for stand-alone planning services)
Minimum fee: Some legacy fee schedules may be subject to a minimum advisory fee (amount not specified) Fee-only: Advisory fees based on asset under management; no commission-based fees for advisory services (excluding insurance sales by certain firm representatives)
Main office
Adell WI
Advisors at this office
3
Most active in
Colorado · Florida · Illinois · Michigan · Minnesota · Nevada · Texas · Wisconsin
Also doing business as
Luedtke & Associates · Luedtke & Associates LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
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