Logan Patrick Wild

Current Employers

Employment History

• 06/2016 → Present
  The Silbernagel Group
  Kewaskum, WI
• 07/2018 → 03/2019
  Woodbury Financial Services Inc
  Kewaskum, WI
• 04/2019 → Present
  Concorde Asset Management
  Ann Arbor, MI
• 04/2019 → Present
  Concorde Investment Services
  Ann Arbor, MI

Previous Registrations

• 2018-11-21 → 2019-04-05
  Woodbury Financial Services, Inc.
  Kewaskum, WI

Other Businesses

1.Blue Diamond Athletics, Non Investment related, Mayville WI, Book and Clock Person / Tournament Head, Hours involved outside of business hours 21-40 per month, during business hours 1-5 per month. Help run youth basketball tournaments on the weekends, primarily helping set up and run the tournament smoothly as well as keeping the scorebook and score clock for games. Start date 12/01/2016. 2.Concorde Asset Management; Investment Related. Investment Advisory Representative. Started 03/2019. Hours involved 11-20 hours during business hours and 11-20 outside of business hours. 3.The Silbernagel Group Insurance, Investment Related, Located in Kewaskum WI 53040. Insurance Agent, Duties include selling insurance productions to clients. Hours involved: During business hours 40+ outside of business hours 1-5. 4.Real Wealth Tax, Investment Related, Located in Kewaskum WI 53040. Tax Planner help clients with Tax preparation. Started 01/2019. Hours involved 1-5 hours during business hours and 6-10 outside of business hours. 5.The Silbernagel Group, Investment Related, Located in Kewaskum WI 53040. Investment Firm, Registered Rep. Duties include meeting with clients to make recommendations to their needs. Started 5/18. Hours involved during business hours 40+ outside of business hours 6-10. 6.Real Wealth Advisors, Investment Related, Located in Kewaskum WI 53040. Investment Firm, Registered Rep. Duties include meeting with clients to make recommendations to their needs. Started 5/18. Hours involved during business hours 1-5, outside of business hours 1-5. 7. Treasurer for Maryville High School class of 2014. Non-investment related. Start date 06/2019. Duties are paying bills for class reunions. 1-5 hours/month during trading hours. 8. Currence. Investment related. Start date Sept. 1, 2023. Savings tool to help client prevent mindless spending, assists clients in onboarding/using program. 1-5 hours/month during non-trading hours, 1-5 hours/month during trading hours. 9. Fortress Risk Management - Captive Insurance. Non-invested related. Start date: Jan 1, 2024. Position: Refer clients to them as resource. 1-5 hours/month during non-trading hours. 1-5 hours/month during trading hours. 10. Wealth.com. Non-investment related. Tempe, AZ. Estate planning software & services. Start date March, 24 2025. Assisting clients with estate plan document creation. 1-5 hours/month during non-trading hours. 6-10 hours/month during trading hours. 11. Income Labs Planning Software. Investment-related. Software user, assists with retirement income planning & tax planning scenarios. Start date: July 2026. 1-5 hours/month during non-trading hours. 6-10 hours/month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-26

Other Names

• Logan Wild