Luke E. Doedtman

BRUCKE FINANCIAL

Teutopolis, IL 62467

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CRD#: 6000154

Professional summary

Luke Edward Doedtman, CFP®, who also goes by Luke Doedtman, is a registered financial advisor currently at BRUCKE FINANCIAL, INC. located in Teutopolis, Illinois.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Luke has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luke Doedtman

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 Luke Edward Doedtman'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 11, 2018 - Present

BRUCKE FINANCIAL, INC.

Office #1: 111 E Main St, Teutopolis, IL 62467

RIA

CRD#: 291307

Teutopolis, IL

Past

September 10, 2012 - January 9, 2018

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

TEUTOPOLIS, IL

Past

August 23, 2012 - January 9, 2018

PRUCO SECURITIES, LLC.

CRD#: 5685

TEUTOPOLIS, IL

Past

March 19, 2012 - July 27, 2012

EDWARD JONES

RIA

CRD#: 250

EFFINGHAM, IL

Past

January 5, 2012 - July 27, 2012

EDWARD JONES

CRD#: 250

EFFINGHAM, IL

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".

BRUCKE FINANCIAL, INC.

BRUCKE FINANCIAL, INC. | ORBIS FINANCIAL

CRD#: 291307 / SEC#: 801-123245

RIA

Registered Investment Advisory firm - (2/18/2022 Approved)

Illinois

Registered Investment Advisory firm - (3/15/2022 Terminated)

Indiana

Registered Investment Advisory firm - (3/16/2022 Terminated)

Missouri

Registered Investment Advisory firm - (3/15/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/15/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(1/11/2018)

IAR

Missouri
(9/29/2020)

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 66

Date: 1/20/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/4/2012

General Securities Representative Examination

Current Firm

BRUCKE FINANCIAL, INC.

BRUCKE FINANCIAL, INC. | ORBIS FINANCIAL

CRD#: 291307 / SEC#: 801-123245

RIA

Registered Investment Advisory firm - (2/18/2022 Approved)

Illinois

Registered Investment Advisory firm - (3/15/2022 Terminated)

Indiana

Registered Investment Advisory firm - (3/16/2022 Terminated)

Missouri

Registered Investment Advisory firm - (3/15/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/15/2022 Terminated)

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Contact information

Main Address

Indianapolis, IN

Mailing Address

Phone number

(317) 658-4548

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-BRUCKE FINANCIAL, INC. (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,065
AUM (Assets Under Management)	$ 200,986,148

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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Advisor Monitoring

Firm Stability Insights

Luke E. Doedtman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Edward Doedtman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

BRUCKE FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/20/2012

SIE

Date: 1/9/2018

Series 7

Date: 1/4/2012

Current Firm

BRUCKE FINANCIAL, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRUCKE FINANCIAL, INC.

TRUST BUT VERIFY

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