Mitchel
Ludtke

Fidelity Personal And Workplace Advisors

CRD#6770637
Investment Advisor
in Portland, OR

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About this Advisor

Mitchel Ludtke is a financial advisor whose office is in Portland, Oregon. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, they have gathered 10 years of work experience. Ludtke has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Ludtke is able to operate in Oregon. Ludtke has gained experience at Fidelity Brokerage Services, LLC, R/West, Home Depot and Concordia University. Fidelity Personal And Workplace Advisors is located in Portland, Oregon, and operates out of 1,138 locations in the United States. In total, Fidelity Personal And Workplace Advisors manages $453 billion in assets throughout 1,038,219 client accounts and retains more than 8,158 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Fidelity Personal And Workplace Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

7493 Sw Bridgeport Road Bridgeport Village
Portland, OR 97224

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

OR Average: $16,012,751,954
Total Number of Employees

8,158

OR Average: 118
Total Number of Accounts

1,038,219

OR Average: 4,567
Average Account Size

$436,610

OR Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mitchel Ludtke Work History

Mitchel has 10 years of experience.

2017 - Present (3 years)

Fidelity Brokerage Services, LLC

2014 - 2017 (3 years)

R/West

2014 - 2014 (< 1 year)

Home Depot

2014 - 2014 (< 1 year)

Concordia University

2010 - 2014 (4 years)

Concordia University

Disclosures

Mitchel Ludtke has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Nicholas Almasov
Los Gatos, CA
Emmett Davis
Boston, MA

This content was compiled from the SEC and FINRA.

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