Logan Cole Queck

Current Employers

Employment History

• 08/2015 → 12/2017
  Iowa Retirement Planning, Llc
  West Des Moines, IA
• 08/2015 → 12/2017
  Everything Insurance Solutions
  West Des Moines, IA
• 09/2016 → 04/2019
  Royal Fund Management
  The Villages, FL
• 08/2017 → 07/2020
  Integrity Investment And Risk Management
  West Des Moines, IA
• 04/2019 → Present
  Integrity Wealth Management Llc
  Waukee, IA
• 10/2023 → Present
  Total Wealth
  West Des Moines, IA

Previous Registrations

• 2019-05-15 → 2024-03-31
  Integrity Wealth Management Llc
  Waukee, IA
• 2016-09-06 → 2019-05-20
  Royal Fund Management, Llc
  West Des Moines, IA
  Lady Lake, FL
  West Des Moines, IA
  West Des Moines, IA
• 2016-05-04 → 2016-08-18
  Horter Investment Management, Llc
  West Des Moines, IA
  Cincinnati, OH
  West Des Moines, IA
• 2016-02-26 → 2016-04-21
  Royal Fund Management, Llc
  West Des Moines, IA
  Lady Lake, FL

Other Businesses

Logan Queck is the owner of Everything Insurance, a licensed insurance agency, and is also separately licensed as an independent insurance agent. In this capacity, Mr. Queck may effect transactions in insurance products for clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned by Everything Insurance and/or Mr. Queck for insurance-related activities. This presents a conflict of interest because Mr. Queck may have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm. Logan Queck is Owner at Total Wealth Planning. Is the business investment related: No; Location of the business: 5550 Wild Rose Ln Ste 400 West Des Moines IA 50323; Description of the business: Total Wealth Planning is an accounting and consulting firm. We provide the following services to individual and business:- Accounting and Book keeping- Tax prep & Filing- Estate Plan Creation Consulting- Non Investment - Financial Planning- Fractional CFO services; Responsibilities Duties: Overseeing/managing/leading the team responsible for providing these services. ; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-17

Designations