Logan Queck (CRD# 6618196) is an Investment Advisor Representative working at Total Wealth in West Des Moines, IA and has over 8 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Total Wealth | West Des Moines, IA | Oct 2023 - Current | < 1 |
Integrity Wealth Management LLC | Waukee, IA | Apr 2019 - Current | 5 |
Integrity Investment And Risk Management | West Des Moines, IA | Aug 2017 - Jul 2020 | 2 |
Royal Fund Management | The Villages, FL | Sep 2016 - Apr 2019 | 2 |
Iowa Retirement Planning, LLC | West Des Moines, IA | Aug 2015 - Dec 2017 | 2 |
Everything Insurance Solutions | West Des Moines, IA | Aug 2015 - Dec 2017 | 2 |
Horter Investment Management | Cleveland, OH | May 2016 - Aug 2016 | < 1 |
Royal Fund Management | The Villages, FL | Feb 2016 - Apr 2016 | < 1 |
Millang Financial | West Des Moines, IA | Mar 2015 - Jul 2015 | < 1 |
Basic Financial Solutions | Lincoln, NE | Sep 2014 - Mar 2015 | < 1 |
American Retirement Systems | Urbandale, IA | Jul 2013 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
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Total Assets Under Management9MILLIONS
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Total Number of Accounts97ACCOUNTS
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Average Account Value$87,629
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
IA
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