Jeffery James Sutton

Employer firm

Logan Park Wealth Management CRD 299007

$465M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Logan Park Wealth Management

121 S. 8Th Street Suite 1110, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2019-03-29

MN RA
APPROVED

Since 2019-03-29

Branch Locations

121 S. 8Th Street Suite 1110, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Minneapolis	MN	08/2004	03/2019
Lpwm, Llc	Minneapolis	MN	03/2019	Present

08/2004 → 03/2019

Ameriprise Financial Services, Inc.

Minneapolis, MN
03/2019 → Present

Lpwm, Llc

Minneapolis, MN

Previous Registrations

2007-03-07 → 2019-04-03

Ameriprise Financial Services, Llc

Arden Hills, MN

Minneapolis, MN

Maple Grove, MN

Edina, MN

Lake Elmo, MN

Maple Grove, MN

Other Businesses

1. Business Ownership; RMB Skyway LLC; Owner; This LLC is the legal entity that holds the lease for the space I rent for my Financial Planning practice.; Minneapolis, MN; July 2011; 0 hours per month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-10-29

S66 Uniform Combined State Law Examination

2004-10-29

Designations

Certified Financial Planner

Other Names

Jeffrey James Sutton

View on SEC IAPD