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Logan Schrag

3 Years of Experience
Mcpherson, KS
BrokerSells Insurance

Logan Schrag is a registered investment advisor, based in Mcpherson, KS, with 3 years of industry experience.

Location

200 S Main St, Mcpherson, KS, 67460

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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 ActivitiesSells Insurance

Logan operates PBT Investment Solutions and Peoples Financial as DBAs for his LPL business, dedicating full-time hours to the latter. He also co-owns Bluebell Avenue LLC, teaches as an adjunct professor, engages in public speaking, and sells non-variable insurance through Synchronize, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Investment Services LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
LPL Financial LLC
January 2023 - September 2025 · 2 yrs 8 mos
LPL Financial LLCBroker
May 2022 - September 2025 · 3 yrs 4 mos
State Registrations10 states
ALCOFLKSMONVOHOKORTX
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.
Logan Schrag - Financial Advisor | TrueAdvisor