Robert B. Luedtke

LUEDTKE & ASSOCIATES

ADELL, WI

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CRD#: 1584874

Professional summary

Robert Bernhard Luedtke II, who also goes by Robert B Luedtke, is a registered financial advisor currently at LUEDTKE & ASSOCIATES located in Adell, Wisconsin.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert B Luedtke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bernhard Luedtke II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 8, 2026 - Present

LUEDTKE & ASSOCIATES

RIA

CRD#: 337424

ADELL, WI

Past

November 8, 2021 - July 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Adell, WI

Past

November 8, 2021 - July 31, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Adell, WI

Past

July 30, 2007 - November 10, 2021

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Adell, WI

Past

September 12, 1987 - November 10, 2021

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Adell, WI

Past

November 13, 1986 - July 8, 1987

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LUEDTKE & ASSOCIATES

LUEDTKE & ASSOCIATES | LUEDTKE & ASSOCIATES LLC

CRD#: 337424 / SEC#: 801-134280

RIA

Registered Investment Advisory firm - (9/8/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/9/2026)

IAR

Wisconsin
(2/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/27/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/12/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LUEDTKE & ASSOCIATES

LUEDTKE & ASSOCIATES | LUEDTKE & ASSOCIATES LLC

CRD#: 337424 / SEC#: 801-134280

RIA

Registered Investment Advisory firm - (9/8/2025 Approved)

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Contact information

Main Address

Adell, WI

Mailing Address

Phone number

(262) 626-4783

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LUEDTKE ADV2A (1/6/2026)

Regulatory assets under management

Total Number of Accounts	1,320
AUM (Assets Under Management)	$ 248,153,016

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert B. Luedtke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bernhard Luedtke II's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

LUEDTKE & ASSOCIATES

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2007

Series 63

Date: 12/12/1986

SIE

Date: 10/1/2018

Series 7

Date: 6/3/2016

Series 6

Date: 11/12/1986

Current Firm

LUEDTKE & ASSOCIATES

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LUEDTKE & ASSOCIATES

TRUST BUT VERIFY

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