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Logan joined TruStage™ 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®)
- Securities Registered with FINRA®
- Holds Series 7 and 63 Registrations
Bola joins us at TruStage™ with over 16 years in the banking and investment world, including accomplishments with such industry titans as Merril Lynch, JP Morgan Chase and Wells Fargo. After attending the University of Houston-Downtown, Bola has worked as a licensed relationship banker and, most recently, a financial advisor.
Bola married his wife Bailey nearly a decade ago, and they have three children together. They’re an active family, and when he’s not helping clients reach their financial goals, you’ll find Bola cheering on his children’s sports teams or even on the basketball court himself.
Building a rapport with advisors is a specialty of Bola’s, and he aims to imbue trust through his wealth of knowledge. Those who work with Bola can expect a strong work ethic, with getting the job done accurately and promptly as a primary focus.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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