We care about your financial well-being, your dreams, your plans, your future and most importantly - we care about you! At Ludacka Wealth Partners our responsibility and privilege is to listen, design, and build a strategic wealth management plan with your unique goals in mind.
|Firm Start Year:||1995|
|States Licensed in:||NE|
|I work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Advisory Services Provided:||Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Planning for Individuals, Financial Planning for Businesses|
|Investment Types:||Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, Our Offices, Via Email, At my office, At your home, At your office, Via Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Accident, Disability, Health, Life, Long Term Care, Property, Variable Life, Variable Annuity|
|Assets Managed by Firm:||550,000,000|
|Assets Managed by Advisor:||550,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Based on Assets, Flat Fee|
David Spiess joins Ludacka Wealth Partners with over a quarter-century of experience helping high net worth families manage and protect their wealth. He excels at financial planning implementation with the ability to communicate complex concepts and ideas in a way that is relatable and understandable.
David began his career in Phoenix Arizona and settled in the Omaha area in 2003. He feels strongly that what our weather lacks in temperature each winter (as compared to Arizona) is more than compensated by the openness, values, and warmth of the people in Omaha.
When not working with clients, David and his wife, Anne, and sons, Gabriel and Alexander, enjoy spending time at home, cooking, traveling, going to the movies.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|