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

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

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.

To learn more about the advisors currently working at Luedtke & Associates LLC, 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.