Logan Shanks, financial advisor East Lansing MI

Logan Shanks

CRD Number: 6334064
Current Firm: Osaic Institutions, Inc.
Logan Shanks (CRD# 6334064) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Lansing, MI and has 1 year of experience in the finance industry.
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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Dec 2018 - Current 5
Alerus East Lansing, MI Feb 2018 - Current 6
Alerus Securities Corporation East Lansing, MI Feb 2018 - Dec 2018 < 1
Bank Of America, N.a. East Lansing, MI Dec 2014 - Feb 2018 3
Merrill Lynch, Pierce, Fenner & Smith, Incorporated East Lansing, MI Nov 2014 - Feb 2018 3
Unemployed Lansing, MI Sep 2014 - Nov 2014 < 1
Principal Life Insurance Company Lansing, MI May 2014 - Sep 2014 < 1
Princor Financial Services Corporation Lansing, MI May 2014 - Sep 2014 < 1
Okellys Bar And Grill Mount Pleasant, MI Jun 2013 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Logan Shanks
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

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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Data verified by both the advisor and the public regulatory data.

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