Logan David Wright

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 06/2024
  Ameriprise Financial Services, Llc
  Oklahoma City, OK
• 01/2011 → 08/2017
  Cutwright Lawn Maintenance
  Oklahoma City, OK
• 08/2013 → 05/2017
  Oklahoma State University
  Stillwater, OK
• 05/2016 → 12/2016
  Ameriprise Financial Services, Inc.
  Oklahoma City, OK
• 08/2017 → 08/2018
  Global Client Solutions
  Tulsa, OK
• 09/2018 → 10/2018
  Waterfield Energy
  Tulsa, OK
• 08/2018 → 12/2020
  Oklahoma State University
  Stillwater, OK
• 06/2024 → Present
  Lpl Financial Llc
  Oklahoma City, OK

Previous Registrations

• 2022-04-06 → 2024-06-28
  Ameriprise Financial Services, Llc
  Oklahoma City, OK

Other Businesses

1) 05/2024 - Rose Rock Financial - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 05/2024 - Logan Wright - Real Estate Rental - Inv. Related - Oklahoma City, OK 73112 - Owner - Start Date 02/01/2022 - 0hrs/month - 0% time spent 3) 05/2024 - Logan Wright - Business Owner - Non-inv. Related - Oklahoma City, OK- Web Design - Start Date 01/01/2018 - 1hr/month - 1% time spent 4) 12/23/2025 - Advisor Resource Company - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/22/2025 - 1 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2022-01-15

Other Names

• Logan David Wright
• Logan Wright