Robert Luedtke is a registered investment advisor at Luedtke & Associates, based in Adell, WI, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 482 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees are negotiable. Luedtke also receives fees from DPL Financial Partners for providing ongoing advice related to insurance products.
Fee Estimator
Location
Adell, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells fixed insurance products, dedicating minimal time to this activity. He also co-owns residential and farming properties in Kewaskum, WI, spending minimal time on these investment-related activities.
Employment History
Current Registrations
Luedtke & Associates
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Principal Securities, INC.
Principal Securities, INC.Broker
First Investors CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.