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.
1) Douglas Township~Township Government, Effingham, IL 62401~Township Government~N~Trustee~4/2009~1 hrs/mo~0 trading hrs/mo 2) Luke Doedtman~18950 N 13000th Street, Effingham, IL 62401~Farming~N~Ind Farmer~6/1996~4 hrs/mo~0 trading hrs/mo| 3) Catholic Charities~PO Box 1017, Effingham, IL 62401~Charity~N~Board Member~09/01/2016~2 hrs/mo~0 trading hrs/mo| 4) Doedtman Fin'l Services, LLC~13142 E 1800th ave, Effingham, IL 62401~DBA used for Bookkeeping~N~Member~10/30/17~1 hrs/mo~1 trading hrs/mo 5) BlueCross BlueShield of Illinois. Licensed Insurance Agent; Producer Resources; 1431 Opus Place Ste 630; Downers Grove, IL 60515; Insurance Brokerage; Independent Producer; Insurance Producer; 2019-04-15; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 20. 6) Brucke Capital, LLC; Investment related: No; Location: 111 E. Main St Teutopolis IL 62467 United States; Description: Serves as a partner in operating companies; Position Title: Member; Responsibilities Duties: Managing Partner; Start date: 2021-07-27; Hours during trading hours: 5; Hours outside trading hours: 0. 8) BAM Multi-family real estate private investment; Investment related: Yes; Location: 602 North Capitol Ave Suite 210 Indianapolis IN 46204 United States; Description: Multi-family real estate private investment; Position Title: Investor; Responsibilities Duties: Investor; Start date: 2021-07-15; Hours per month during trading hours: 0; Hours per month outside trading hours: 0. 9) St. Michael School Building Committee; Investment related: No; Location: 200 Church St Sigel IL 62462 USA; Position Title: Board Member; Responsibilities Duties: Plan fundraising events for funds for the school building; Start date: 2022-01-01; Hours per month during trading hours: 0; Hours per month outside trading hours: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Luke Edward Doedtman's 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®
Start date: 2015
Experience
Current
January 11, 2018 - Present
BRUCKE FINANCIAL, INC.
Office #1: 111 E Main St, Teutopolis, IL 62467RIA
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.
BD
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
BD
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".
BF
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)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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BF
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)Upgrade to AdvisorCheck Premium
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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
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,065 |
| AUM (Assets Under Management) | $ 200,986,148 |
Red Flags
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