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David Luethje

3 Years of Experience
Vero Beach, FL
Broker

David Luethje is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

625 Beachland Blvd., Suite 2, Vero Beach, FL, 32963

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David is the owner and lead manager of Luethje Wealth Management LLC, and an associate/employee at The Kanner Group LLC. Both activities take about half of his time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.