Logan Sanders, financial advisor Treynor IA

Logan Sanders

CRD Number: 6805792
Current Firm: Callahan Financial Planning

Logan Sanders (CRD# 6805792) is an Investment Advisor Representative working at Callahan Financial Planning in Treynor, IA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ts Bank Treynor, IA Dec 2023 - Current < 1
Sanders Ata Martial Arts Council Bluffs, IA Jul 2008 - Current 15
Ts Bank Treynor, IA Dec 2022 - Dec 2023 1
Ts Bank Treynor, IA Sep 2021 - Dec 2022 1
Us Bank Omaha, NE Feb 2018 - Sep 2021 3
N/a Omaha, NE Jan 2017 - Dec 2017 < 1
Td Ameritrade Omaha, NE May 2017 - Aug 2017 < 1
Sanders Ata Martial Arts - Pleasant Hill Pleasant Hill, IA Sep 2014 - Oct 2016 2
N/a Ames, IA Aug 2013 - May 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2022
Contact Info for Logan W. Sanders
Phone Number: (800) 991-5195
Registered State(s):
  • CA
  • CO
  • IA
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    248
    MILLIONS
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $301,294
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, FL, IA, NE, TX

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