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
38 years
Robert Luedtke II is the sole advisor at Luedtke & Associates, holding Series 63 and Series 65 designations with 38 years of industry experience. His career includes roles at Commonwealth Financial Network and Principal Life Insurance Company. Outside of advising, he has been involved in fixed insurance sales and has co-ownership interests in farming land. Luedtke & Associates serves individuals, businesses, and retirement plans by providing portfolio management, financial planning, and ERISA plan advisory services. The firm manages approximately $248 million in assets across about 470 client accounts, emphasizing discretionary management supported by third-party strategists and model portfolios.
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
Texas · Wisconsin
Luedtke & Associates LLC
2026 - Present (1 year)
Luedtke & Associates LLC
2025 - 2026 (1 year)
Commonwealth Financial Network
2021 - 2025 (4 years)
Principal Securities INC
2016 - 2021 (5 years)
PRINCIPAL LIFE INSURANCE COMPANY
1998 - 2021 (23 years)
LUEDTKE & ASSOCIATES - Sole Proprietorship
1991 - 2026 (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 66
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Threshold Compass Strategies, Inc.
Series 63, Series 66
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Pamela Otten LLC
CFA®, Series 63
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The Olympia Group LLC
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Financial Planning Center
Series 63, Series 65
Adell, WI
Luedtke & Associates
Series 63, Series 65
Adell, WI
Luedtke & Associates
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