LW
LW

Logan Wild

7 Years of Experience
Kewaskum, WI
BrokerSells Insurance

Logan Wild is a registered investment advisor, based in Kewaskum, WI, with 7 years of industry experience.

Location

114 Main Street, PO Box 427, Kewaskum, WI, 53040

Get directions

History

Regulatory History
Clean regulatory record

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 is involved in several business activities, including running youth basketball tournaments, working as an Investment Advisory Representative for Concorde Asset Management, and acting as an Insurance Agent for The Silbernagel Group Insurance. He also dedicates time to tax planning, serving as a registered representative for investment firms, and various other roles, including treasurer for a high school class and assisting with estate planning software.

Employment History
Current Registrations
Concorde Investment Services, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Concorde Asset Management, LLC
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Woodbury Financial Services, INC.
November 2018 - April 2019 · 5 mos
Woodbury Financial Services, INC.Broker
August 2018 - April 2019 · 8 mos
State Registrations12 states
CACOFLILMNMTNDNVNYTXWIWY
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.