Cari Domask
Luedtke & Associates · Adell, Wisconsin
Cari Domask is a fee-only financial advisor at Luedtke & Associates in Adell, Wisconsin. Luedtke & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Luedtke & Associates |
|---|---|
| Based in | Adell, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $248.2M across 1,320 accounts |
| SEC registration | Investment adviser representative in WI · CRD 4232739 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
How Cari's firm compares
- Luedtke & Associates's average account is about $188,000, from its Form ADV (assets managed divided by 1,320 accounts).
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Questions about Cari
Is Cari Domask a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cari holds no broker registration, and Luedtke & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cari charge for financial advice?
Cari's firm, Luedtke & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cari Domask based?
Cari Domask is based in Adell, Wisconsin.
Is Cari Domask registered with the SEC?
Yes. Cari Domask is registered as an investment adviser representative in WI (CRD 4232739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Luedtke & Associates manage?
Luedtke & Associates reports $248.2M across 1,320 accounts in assets under management.
How do I contact Cari Domask?
Contact details aren't on file yet. Search for Luedtke & Associates.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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