linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Logan David Kready

Stewardship Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Logan? Claim Your Profile

About Logan David Kready

Logan David Kready is an Investment Advisor Representative with Stewardship Advisors, LLC based in MOUNT JOY, PA. Logan holds a Series 63, Series 6TO and SIE license. Logan is also a Certified Financial Planner and has been in the industry since 2019. Logan has previously been registered with PFM FUND DISTRIBUTORS, INC. in Harrisburg, PA. Logan has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and corporations. Logan is dedicated to helping clients achieve their financial goals.

Firm Information

Logan Kready is currently registered with Stewardship Advisors, LLC. Stewardship Advisors, LLC is a registered investment advisor located in Mount Joy, PA. They provide a variety of financial planning and investment advisory services to individuals, families, corporations, and charitable organizations. The firm has over 1500 client accounts with approximately $321 million in assets under management. They offer services such as portfolio management, financial planning, pension consulting, and educational seminars.
Stewardship Advisors, LLC

321 W. MAIN STREET

MOUNT JOY, PA 17552

$321.18M

Assets Under Management

10

Total Clients

8

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Logan Kready’s Registration & Firm History

PA

06/25/2024 - Present

Stewardship Advisors, LLC (MOUNT JOY PA)

PA

07/23/2019 - 07/10/2020

PFM FUND DISTRIBUTORS, INC. (HARRISBURG PA)

Not sure if Logan David Kready is right for you?

Licenses & Designations

BC

Issued 08/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Logan David Kready.
Not sure if Logan David Kready is right for you?