Robert Luedtke (CRD# 1584874) is an Investment Advisor Representative working at Commonwealth Financial Network in Adell, WI and has over 37 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Nov 2021 - Current | 2 |
| Luedtke & Associates | Adell, WI | May 1998 - Current | 25 |
| Principal Securities Inc. | Adell, WI | Mar 2016 - Nov 2021 | 5 |
| Principal Life Insurance Company | Des Moines, IA | Jul 1998 - Nov 2021 | 23 |
| Princor Financial Services Corporation | Des Moines, IA | Sep 1987 - Mar 2016 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
- WI
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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