Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Boettcher is an investment advisor representative associated with Ameriprise Financial Services, LLC. Logan is a registered investment advisor in Wisconsin and holds Series 63, 65, 7TO and SIE securities licenses. Logan's professional experience includes roles with various organizations such as WRPS District, ReMax Connect, Ace Hardware, UW - Madison, Sand Valley Golf Resort, Door County Medical Center, Filbrandt Wealth Management, and Ameriprise Financial Services, LLC. Logan offers various services including financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
1
2
WI
11/05/2020 - Present
Ameriprise Financial Services, LLC (WISCONSIN RAPIDS WI)
BC
Issued 12/17/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Logan Boettcher is the right advisor for you? Invested Better is here to help.
