wiseradvisor

David Spiess
Ludacka Wealth Partners

Tel: 402-203-8182
9300 Underwood Ave.Suite 500
Omaha, NE 68114
Ludacka Wealth Partners | Financial Advisor in Omaha ,NE

About Ludacka Wealth Partners

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.


General Information

Firm Start Year:   1995
No.of Employees:   10-19
Gender:   Male
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


Services

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


Firm Information

Assets Managed by Firm:   550,000,000
Assets Managed by Advisor:   550,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   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

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Flat Fee


David Spiess

David Spiess

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.

My Team

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 co ...more

Reem Rawashdeh joins Ludacka Wealth Partners with a history of helping high net worth families and foundations plan for their future and achieve peace of mind. She is a member of the CFA Institute and Director of the CFA Society Nebraska. Reem’s goal is to make managing finances as easy as possible by working directly with clients to address their needs and customize their solutions. Reem started in the financial industry as an equity analyst in Switzerland and, later, transitioned into ...more

If you were to ask Paul the secret to his success throughout his career at Northwestern Mutual, he'd say one thing, “Relationships. Life is ALL about relationships.” Paul has spent his life and career being very intentional about building amazing relationships with amazing people. Since 1997, Paul and his team at Ludacka Wealth Partners have been focused on building those valuable relationships with their clients through each stage of their financial future by creating a plan toward ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM