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Timothy Logan
33 Years of Experience
Oakbrook Terrace, IL
2 DisclosuresBroker
Timothy Logan is a registered investment advisor at Wells Fargo Advisors, based in Oakbrook Terrace, IL, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
2 Transam Plaza Dr, Ste 290, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2007Denied
Customer Dispute
October 1996Settled
Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
June 2012 - April 2024 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
June 2012 - April 2024 · 11 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Wachovia Securities, LLC
July 2003 - June 2007 · 3 yrs 11 mos
Wachovia Securities, LLCBroker
July 2003 - June 2007 · 3 yrs 11 mos
Prudential Securities IncorporatedBroker
April 2001 - July 2003 · 2 yrs 3 mos
Prudential Securities Incorporated
April 2001 - July 2003 · 2 yrs 3 mos
UBS Painewebber INC.Broker
October 1996 - April 2001 · 4 yrs 6 mos
Prudential Securities IncorporatedBroker
March 1993 - October 1996 · 3 yrs 7 mos
State Registrations21 states
ALAZCACOCTDEFLKYMAMDMINCNHNJNMNYORSCTNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.