Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Stewart Baldner is an Investment Advisor Representative with Mariner Wealth Advisors in Overland Park, Kansas. Logan is an experienced financial professional with a broad range of experience in the industry. Logan is a Registered Representative and has passed the Series 6, 7, 24, and 66 exams. Logan has previous experience with LPL Financial LLC, Waddell & Reed, GWFS Equities, Inc., and Directed Services LLC. Logan specializes in financial planning, portfolio management, and family office services.
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.
Family office 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.
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2
KS
07/14/2021 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
07/14/2021 - 05/31/2024
MSEC, LLC (Overland Park KS)
SC
05/12/2021 - 07/14/2021
LPL FINANCIAL LLC (FORT MILL SC)
KS
03/29/2017 - 06/25/2021
WADDELL & REED (OVERLAND PARK KS)
KS
02/08/2016 - 04/03/2017
GWFS EQUITIES, INC. (OVERLAND PARK KS)
IA
11/12/2013 - 11/20/2015
DIRECTED SERVICES LLC (DES MOINES IA)
IA
01/06/2012 - 11/12/2013
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
IA
09/21/2010 - 01/25/2012
DIRECTED SERVICES LLC (DES MOINES IA)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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