Logan Maier (CRD# 7079631) is an Investment Advisor Representative working at Lpl Financial LLC in Bay City, MI and has over 4 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Bay City, MI | Jan 2024 - Current | < 1 |
Maier & Associates Financial Group, Inc. | Bay City, MI | Feb 2019 - Current | 5 |
Raymond James Financial Services, Inc. | Bay City, MI | Aug 2019 - Jan 2024 | 4 |
Raymond James Financial Services Advisors, Inc. | Bay City, MI | Aug 2019 - Jan 2024 | 4 |
Raymond James Financial Services, Inc. | Bay City, MI | Feb 2019 - Aug 2019 | < 1 |
Covenant Healthcare | Saginaw, MI | Sep 2018 - Feb 2019 | < 1 |
Unemployed | Bay City, MI | May 2018 - Sep 2018 | < 1 |
Alma College | Alma, MI | Sep 2014 - May 2018 | 3 |
Dow Bay Area Family Ymca | Bay City, MI | May 2016 - Aug 2017 | 1 |
Uss Edson Naval Ship Museum | Bay City, MI | May 2015 - Sep 2015 | < 1 |
John Glenn High School | Bay City, MI | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- MI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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