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Richard Luedtke

An Ameriprise Platinum Financial Services® Practice
CFP®, Senior Financial Advisor
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(419) 841-5405

Toledo, OH 43623
richard.d.luedtke@ampf.com

Contact Information


(419) 841-5405
5217 Monroe St
Ste BB
Toledo, OH 43623
www.ameripriseadvisors.com/richard.d.luedtke

My Philosophy

I've been helping people reach their goals for 15 years.

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.


Interests

  • My hobbies include camping, fishing and windsurfing.
  • I love to watch local football, baseball and hockey teams.

Community Participation

I enjoy volunteering for my local Cub Scout and Boy Scout organizations.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Science Degree

Areas of Focus

  • Asset Allocation
  • Income Tax Planning Strategies
  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education

License Information

I am licensed and registered to conduct business in OH.

Based on licenses and registrations I hold, I may also conduct certain business in IN, WA, CA, CO, FL, MI, TX

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.