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
12 years
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.
Luedtke & Associates
2025 - Present (1 year)
Commonwealth Financial Network
2021 - Present (5 years)
Principal Securities INC
2016 - 2021 (5 years)
Luedtke & Associates
2013 - Present (13 years)
Principal Life Ins Co
2013 - 2021 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63
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Edward Jones
Series 66
Plymouth, WI
Edward Jones
Series 66
Belgium, WI
Fidelity
Nathan Schmidt is an Investment Consultant currently working with Fidelity Investments since 2024. Prior to this role, he served as a Financial Advisor at Raymond James & Associates from 2019 to 2024. His professional focus is on guiding clients to develop financial habits and co-creating plans that help them achieve their goals with confidence. Nathan emphasizes clear guidance and partnership in his approach, working with clients to uncover tools and resources tailored to their needs. His experience spans over five years in the financial advisory and investment consulting sectors. Outside of his professional life, Nathan engages in family activities and enjoys fitness, golf, movies, museums, and reading.
Series 63, Series 66
Plymouth, WI
Edward Jones
Series 66
Sheboygan, WI
Edward Jones
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