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Robert Bernhard Luedtke

Luedtke & Associates LLC

Adell, WI

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Current Employers
Luedtke & Associates Llc

Adell, WI • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-09
WI RA APPROVED 2026-02-08
  • TX RA
    APPROVED_RES
    Since 2026-02-09
  • WI RA
    APPROVED
    Since 2026-02-08

Branch Locations

Adell, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Des Moines IA 07/1998 11/2021
Luedtke & Associates - Sole Proprietorship Adell WI 02/1991 Present
Principal Securities Inc Adell WI 03/2016 11/2021
Commonwealth Financial Network Waltham MA 11/2021 07/2025
Luedtke & Associates Llc Adell WI 08/2025 01/2026
Luedtke & Associates Llc Adell WI 02/2026 Present
Previous Registrations
Other Businesses

- Fixed insurance sales; as of 08/1987; (Fixed insurance sales are accounted for under the sole proprietor "Robert B. Luedtke, II", DBA - Luedtke & Associates); Less than 3% of time spent during business hours; Conducted at branch location; Investment related. - QKA RACING LLC - as of 01/01/2008. 0% time spend during business hours; Conducted at branch location; Racing entity is inactive; Investment Related. - Co-Owner of residential rental property located in Kewaskum, WI, as of 12/01/2015; 0% time spent during business hours; Not conducted at branch location; Investment related. - Farming Schedule/Land Ownership - as of 02/01/2018. Land is located in Kewaskum, WI. Co-Owner; Less than 3% of time spent during business hours; Not conducted at branch location; Investment Related. - Co-Owner of farming property located in Kewaskum, WI, as of 06/30/2021; Less than 3% of time spent during business hours; Not conducted at branch location; Investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-27
S63 Uniform Securities Agent State Law Examination 1986-12-12
  • S65 Uniform Investment Adviser Law Examination
    2007-07-27
  • S63 Uniform Securities Agent State Law Examination
    1986-12-12
Other Names
  • Robert Bernhard Luedtke
  • Robert B Luedtke

View on SEC IAPD

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