L

Luedtke & Associates

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Client assets under management

$222,352,309

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Clients

470

12% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

157

Very High

Average account size

$473,090

About

Luedtke serves individuals (including high-net-worth clients), businesses, and retirement plans, providing portfolio management, financial planning, selection of third‑party asset managers, and ERISA plan advisory services. Clients have access to a broad range of securities and insurance-based products, which can be implemented through firm-managed accounts, third‑party model portfolios, or TPAM programs.

The firm generally provides discretionary management guided by individualized financial profiles and risk tolerances, and it uses third‑party strategists and model portfolios to implement and rebalance strategies; certain personalized indexing strategies also accommodate tax‑loss harvesting. Operationally, Luedtke outsources custody and fee‑billing and employs third‑party platforms (including a TPAM arrangement) to centralize execution, reporting, and administrative functions.

What is distinctive is the scale of assets and client relationships relative to its advisor footprint — roughly $248 million in regulatory AUM and about 470 client accounts, with most assets managed on a discretionary basis — which is atypical for similarly supported firms. The firm also maintains a formal relationship with DPL, an insurance‑networking platform that limits carrier selection and results in advisory compensation related to insurance products, a disclosed structural conflict of interest compared with many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

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Fee options

Fixed

Retirement plan advisory fees may be flat annual or quarterly fees, negotiated on a plan-by-plan basis; some clients may pay annual flat fees payable quarterly in advance.

Project-based

Hourly fees for financial planning range from $150 to $350 per hour for stand-alone or complex planning services.

Other

Account minimum: Luedtke does not have a minimum account size requirement. However, managed account programs generally require certain account minimums, which may vary and can be combined at the household level to satisfy the minimum. Specific minimums depend on third-party program disclosures and are not explicitly stated in this brochure. Minimum fee: Some clients may pay minimum advisory fees; specific minimum fees are negotiated individually and not explicitly stated. Fee-only: Advisory fees for portfolio management are generally 1.15% annually of assets under management, billed quarterly in advance, but fees are negotiable and may vary by client. Financial planning services may have additional hourly fees if complex.

Main office location

Luedtke & Associates

Adell WI, United States

Number of offices

1

Most active in

More info

Colorado · Florida · Illinois · Michigan · Minnesota · Nevada · Texas · Wisconsin

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

262-626-4783

Advisors at this firm

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Cari D

Series 63, Series 65

Adell, WI

Luedtke & Associates

Cari Domask is a financial advisor at Luedtke & Associates with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network and Princor Financial Services Corporation. Domask is a passive owner of Beechwood Financial Services. Luedtke & Associates serves individuals, businesses, and retirement plans by providing portfolio management, financial planning, third-party asset manager selection, and ERISA plan advisory services. The firm manages approximately $248 million in assets across about 470 client accounts, primarily on a discretionary basis, and employs third-party strategists and platforms to implement and rebalance investment strategies.

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

Austin L

Series 63, Series 65

Adell, WI

Luedtke & Associates

Austin Luedtke is a financial advisor with Luedtke & Associates, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Commonwealth Financial Network and Principal Securities Inc. Outside of advising, he is the owner of A6, LLC, an entity created to hold trademarks, and The Ace Unlimited, which generates sharecropping income. Luedtke & Associates serves individuals, businesses, and retirement plans by offering portfolio management, financial planning, and ERISA plan advisory services. The firm provides discretionary management using third-party strategists and model portfolios, managing approximately $248 million in assets across about 470 client accounts.

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

Robert L

Series 63, Series 65

Adell, WI

Luedtke & Associates

Robert Luedtke II is the sole advisor at Luedtke & Associates, holding Series 63 and Series 65 designations with 38 years of industry experience. His career includes roles at Commonwealth Financial Network and Principal Life Insurance Company. Outside of advising, he has been involved in fixed insurance sales and has co-ownership interests in farming land. Luedtke & Associates serves individuals, businesses, and retirement plans by providing portfolio management, financial planning, and ERISA plan advisory services. The firm manages approximately $248 million in assets across about 470 client accounts, emphasizing discretionary management supported by third-party strategists and model portfolios.

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