David Luedecke has been an investment adviser representative at Diamond Client Group since December 2023, and is not listed among the firm’s executive officers or direct owners. David Luedecke holds a B.S. in Business Management from Texas State University.
Diamond Client Group, LLC is a The Woodlands, TX firm with $186M under management, 436 clients and 11 advisers across 2 offices, as of its March 2026 filing.
David Luedecke is a financial adviser at Diamond Client Group, LLC. His role centers on investment strategy and retirement planning, including account paperwork, proposals, trades and account servicing for clients and other advisers on the team.
David Luedecke’s longest registration was 6 years at MML Investors Services, LLC (2017–2023). Before joining Diamond Client Group in 2023, David Luedecke was registered through MML Investors Services, LLC and Msi Financial Services, Inc.
- Diamond Client Group, LLCCurrent– present · 2 yearsThe Woodlands, TX · Adviser representative · Firm CRD 310570
- MML Investors Services, LLC– · 6 yearsHouston, TX · Adviser representative · Firm CRD 10409
- Msi Financial Services, Inc.– · 3 yearsHouston, TX · Adviser representative · Firm CRD 14251
- Wells Fargo Advisors, LLC– · 4 yearsAustin, TX · Adviser representative · Firm CRD 19616
- Ameriprise Financial Services, Inc.– · under a yearAustin, TX · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
David Luedecke is registered as an investment adviser representative in Texas, since December 2023.
- TexasSince 14 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 April 2008 |
| Series 7 | General Securities Representative Examination | 5 March 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Ray Luedecke
- CRD
- 5429147
- Firm
- Diamond Client Group · CRD 310570
- Office
- 9595 SIX PINES DRIVE, SUITE 6200, The Woodlands, TX 77380
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- diamondclientgroup.com
Where does David Luedecke work?
David Luedecke is an investment adviser representative registered through Diamond Client Group, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is David Luedecke a financial advisor?
Yes. David Luedecke has a current investment-adviser registration in Texas, through Diamond Client Group since December 2023.
How many years of experience does David Luedecke have?
David Luedecke has 17 years in the financial industry, since November 2008, across 5 adviser firms.
What exams has David Luedecke passed?
David Luedecke has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2008. FINRA credited David Luedecke with the SIE, which began in October 2018.
Where did David Luedecke work before Diamond Client Group?
Before Diamond Client Group, David Luedecke was registered through MML Investors Services, LLC, March 2017 to December 2023; Msi Financial Services, Inc., December 2013 to March 2017; Wells Fargo Advisors, LLC, March 2009 to September 2013; Ameriprise Financial Services, Inc., April 2008 to July 2008.
Where is David Luedecke based?
David Luedecke’s registered office is in The Woodlands, TX.
Is David Luedecke registered with FINRA?
No. David Luedecke has no current broker registration.
How can I verify David Luedecke’s record?
Search CRD 5429147 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Luedecke’s full registration record.
