Kurt Thomas Liedtke
Investment adviser representative at Citadel Investment Advisory Inc
30 yearsExperience
1 stateRegistered in
$278.3MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
30 years in the industry.
- Citadel Investment Advisory, Inc.Dec 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (OH).
Citadel Investment Advisory Inc
$278.3MAssets managed
118Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1812271
- Firm CRD
- 110540