Advisor at Luedtke & Associates
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Luedtke & Associates
Location
Adell, WI
Credentials
Series 63, Series 65
Industry experience
11 years
Cari Domask is a financial advisor at Luedtke & Associates with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network and Princor Financial Services Corporation. Domask is a passive owner of Beechwood Financial Services. Luedtke & Associates serves individuals, businesses, and retirement plans by providing portfolio management, financial planning, third-party asset manager selection, and ERISA plan advisory services. The firm manages approximately $248 million in assets across about 470 client accounts, primarily on a discretionary basis, and employs third-party strategists and platforms to implement and rebalance investment strategies.
Based on Luedtke & Associates
Based on Luedtke & Associates
Retirement plan advisory fees may be flat annual or quarterly fees, negotiated on a plan-by-plan basis; some clients may pay annual flat fees payable quarterly in advance.
Hourly fees for financial planning range from $150 to $350 per hour for stand-alone or complex planning services.
Account minimum: Luedtke does not have a minimum account size requirement. However, managed account programs generally require certain account minimums, which may vary and can be combined at the household level to satisfy the minimum. Specific minimums depend on third-party program disclosures and are not explicitly stated in this brochure. Minimum fee: Some clients may pay minimum advisory fees; specific minimum fees are negotiated individually and not explicitly stated. Fee-only: Advisory fees for portfolio management are generally 1.15% annually of assets under management, billed quarterly in advance, but fees are negotiable and may vary by client. Financial planning services may have additional hourly fees if complex.
Adell, WI
Wisconsin
Commonwealth Financial Network
2021 - 2025 (4 years)
Luedtke & Associates
2014 - Present (12 years)
Princor Financial Services Corporation
2014 - 2021 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Financial Planning Center
Series 63, Series 65
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Luedtke & Associates
Series 63, Series 65
Adell, WI
Luedtke & Associates
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