Logan Boettcher (CRD# 7238536) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wisconsin Rapids, WI and has over 3 years of experience in the finance industry.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 4220147
Lpl Financial LLC
CRD# 4290200
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Plover, WI | Oct 2020 - Current | 3 |
| Filbrandt Wealth Management | Middleton, WI | Mar 2019 - Oct 2020 | 1 |
| Uw - Madison | Madison, WI | Aug 2018 - May 2019 | < 1 |
| Door County Medical Center | Sturgeon Bay, WI | May 2018 - Aug 2018 | < 1 |
| Uw - Madison | Madison, WI | Aug 2017 - May 2018 | < 1 |
| Sand Valley Golf Resort | Nekoosa, WI | May 2017 - Aug 2017 | < 1 |
| Uw - Madison | Madison, WI | Aug 2016 - May 2017 | < 1 |
| Sand Valley Golf Resort | Nekoosa, WI | May 2016 - Aug 2016 | < 1 |
| Uw - Madison | Madison, WI | Aug 2015 - May 2016 | < 1 |
| Ace Hardware | Wisconsin Rapids, WI | Mar 2015 - Aug 2015 | < 1 |
| Wrps District | Wisconsin Rapids, WI | Jan 2010 - May 2015 | 5 |
| Remax Connect | Wisconsin Rapids, WI | Dec 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
- WI
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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