Cari Domask is a registered investment advisor at Luedtke & Associates, based in Adell, WI, with 11 years of industry experience. Cari 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 Activities
Cari is a passive owner of Beechwood Financial Services since 2014 and receives rental income from farmland since 2016. These activities are not investment-related.
Employment History
Current Registrations
Luedtke & Associates
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
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.