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Wealth Logic, LLC CRD 129599
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
102 S. Tejon Street Suite 1100, Colorado Spring, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-02-08 |
| CO | RA | APPROVED | 2004-03-15 |
Branch Locations
102 S. Tejon Street Suite 1100, Colorado Spring, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Logic, Llc | Colorado Springs | CO | 01/2004 | Present |
I WRITE FOR VARIOUS PUBLICATIONS ABOUT FINANCIAL PLANNING TOPICS. I ALSO TEACH CLASSES ON FINANCIAL PLANNING SUCH AS CONTINUING EDUCATION CLASSES FOR ATTORNEYS, CPAS, AND CFPS. BOTH ARE ON A CONTRACT BASIS. I SPEND ROUGHLY 12 HOURS A WEEK OR 20% OF MY TIME AND HAVE BEEN DOING THESE SINCE ABOUT 2004.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-28 |
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