Austin Luedtke, financial advisor Adell WI

Austin Luedtke

CRD Number: 6150176
Current Firm: Commonwealth Financial Network

Austin Luedtke (CRD# 6150176) is an Investment Advisor Representative working at Commonwealth Financial Network in Adell, WI and has over 10 years of experience in the finance industry.

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Commonwealth Financial Network
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Nov 2021 - Current 2
Luedtke & Associates Adell, WI Dec 2013 - Current 10
Principal Securities Inc. Appleton, WI Mar 2016 - Nov 2021 5
Principal Life Ins Co Appleton, WI Oct 2013 - Nov 2021 8
Princor Financial Services Corp Appleton, WI Oct 2013 - Mar 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Austin B. Luedtke
Phone Number: 781-736-0700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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