Asset Management Solutions, Llc Dba Asset Planning Solutions

Asset Management Solutions, Llc Dba Asset Planning Solutions (CRD# 124402) is a financial advisory firm headquartered in Edmond, OK. They manage $25,500,000 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $183,453
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Asset Management Solutions, Llc Dba Asset Planning Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Barry S. Logan
CRD#: 2747479
2248 Nw 164th St, Edmond, OK 73013
96
Wealthminder
score

Barry Logan (CRD# 2747479) is an Investment Advisor Representative working at Asset Management Solutions, Llc Dba Asset Planning Solutions in Edmond, OK and has over 20 years of experience in the finance industry. Barry Logan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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