Logan Simios
Logan Simios is a registered investment advisor at Cetera Investment Advisers LLC, based in Itasca, IL, with 12 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
One Pierce Place Suite 1250W, Itasca, IL, 60143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Logan owns J. Krug & Associates, a risk assurance and insurance sales business, taking about 10-20% of their time. Logan is also an investment executive at Megent Financial (full-time) and an insurance agent selling various insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations19 states
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