A complete list of active advisors currently associated with Luedtke & Associates

Warmer can help you find a great advisor at Luedtke & Associates or one who fits your needs even better.

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.

To learn more about the advisors currently working at Luedtke & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.