Luke Doedtman
Luke Doedtman is a CFP-designated registered investment advisor at Brucke Financial, INC., based in Teutopolis, IL, with 14 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 729 clients with $200M 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 | 1.25% |
Fees are negotiable.
Fee Estimator
Location
111 E Main St, Teutopolis, IL, 62467
Get directionsHistory
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
Luke is a township trustee, farmer, charity board member, and member of a bookkeeping DBA. He is also a licensed insurance agent with BlueCross BlueShield of Illinois and a managing partner in Brucke Capital, LLC, and an investor in BAM Multi-family real estate. Luke also serves on the St. Michael School Building Committee.
Employment History
Current Registrations
Brucke Financial, INC.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
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.