SL
SL
Sean Logue is a registered investment advisor at Wells Fargo Advisors, based in Bozeman, MT, with 15 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
105 East Oak, Unit 1A, Bozeman, MT, 59715
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2010Employment History
Current Registrations
Wells Fargo Advisors
October 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Capital Analysts
February 2019 - October 2023 · 4 yrs 8 mos
Lincoln Investment
August 2011 - October 2023 · 12 yrs 2 mos
Lincoln InvestmentBroker
March 2010 - October 2023 · 13 yrs 7 mos
State Registrations33 states
AZCACOCTDCDEFLGAIDINLAMDMEMNMOMTNCNJNMNVNYOHOKPASCSDTNTXUTVAVTWAWV
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.