Logan Polack (CRD# 7536045) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Little Chute, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Little Chute, WI | May 2023 - Current | < 1 |
| State Farm Vp Managment Corp | Little Chute, WI | Apr 2022 - Current | 2 |
| Erik Hosking Insurance Agency | Little Chute, WI | Nov 2020 - Current | 3 |
| Burn Boot Camp | Appleton, WI | Sep 2018 - Oct 2020 | 2 |
| Unemployed | Oshkosh, WI | May 2018 - Sep 2018 | < 1 |
| Nike Factory Store | Oshkosh, WI | Jun 2016 - May 2018 | 1 |
| Tgi Fridays | Madison, WI | Jun 2015 - Sep 2016 | 1 |
| Unemployed | Madison, WI | Sep 2014 - Jun 2015 | < 1 |
| Animart | Madison, WI | Feb 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- WI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.