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Logan joined CUNA Mutual Group in 2020 after previously working at WealthVest Financial Partners, Ameriprise Financial Services, and most recently at Allianz Life Financial Services. He holds a bachelor’s of business administration degree from the University of North Dakota.
Logan was born and raised in St. Paul and currently lives in the Twin Cities area. When he is not working with clients, he enjoys golfing, boating, as well as attending Vikings and Wild games, and following his alma mater North Dakota hockey.
Logan’s background as a CFP® professional helps him support his advisors through a consultative approach centered around the client’s goals. Logan helps advisors improve their clients’ financial plans, as well as strengthening his advisors’ businesses through leveraging cutting-edge investment solutions, valuable market insights, and turnkey practice management solutions.
• Certified Financial Planner® (CFP®)
• Certified Investment Management Analyst® (CIMA®)
• Holds Series 7 and 63 Registrations
Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions.
FOR REPRESENTATIVE USE ONLY; NOT TO BE SHOWN TO THE GENERAL PUBLIC