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Laura Logan

7 Years of Experience
Minnetonka, MN
Broker

Laura Logan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Minnetonka, MN, with 7 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

10900 Wayzata Blvd Ste 150, Minnetonka, MN, 55305

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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.

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Other Business Activities

Laura is involved with BDLR Group, Inc. since March 2021, dedicating about 10-20% of her time, including time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2022 - Present · 4 yrs 1 mo
Ameriprise Financial Services, LLC
April 2022 - Present · 4 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
February 2021 - March 2022 · 1 yr 1 mo
Cri Securities, LLC
February 2021 - October 2021 · 8 mos
Securian Financial Services, INC.Broker
February 2019 - March 2022 · 3 yrs 1 mo
Cri Securities, LLCBroker
February 2019 - October 2021 · 2 yrs 8 mos
State Registrations3 states
CAFLMN
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.