Robert Luedtke
Luedtke & Associates · Adell, Wisconsin
Robert Luedtke 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 TX, WI · CRD 1584874 |
| Exams passed | Series 63 (1986) · Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
How Robert'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 Robert
Is Robert Luedtke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Luedtke & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Luedtke based?
Robert Luedtke is based in Adell, Wisconsin.
Is Robert Luedtke registered with the SEC?
Yes. Robert Luedtke is registered as an investment adviser representative in TX and WI (CRD 1584874), 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 Robert Luedtke?
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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