Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleman? Claim Your ProfileColeman Lyle Logsdon is an Investment Advisor Representative registered with Cerity Partners LLC. Coleman is based in Elizabethtown, KY and has been working in the financial services industry since 2019. Coleman is a Series 65 licensed individual, and is a Registered Investment Advisor in Kentucky. Prior to working with Cerity Partners LLC, Coleman was employed with Thomas A Lirot, C.P.A., P.S.C, Lincoln Trail Country Club, ARGI Financial Group and UPS. Coleman provides financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Cerity Partners LLC, a nationally recognized financial advisory firm, provides financial and investment services to high-net-worth individuals, families, foundations, and endowments. Cerity Partners LLC specializes in wealth management, financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
05/24/2024 - Present
Cerity Partners LLC (Elizabethtown KY)
IA
Issued 05/23/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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