Logan M Valentine

Current Employers

Valentine Wealth Management

208 W. 2Nd Street, Seymour, IN 47274 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2024-03-01

IN RA
APPROVED

Since 2024-03-01

Branch Locations

208 W. 2Nd Street, Seymour, IN 47274 • 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
Charles Schwab & Co., Inc.	Indianapolis	IN	02/2020	07/2023
Oni Risk Partner	Indianapolis	IN	05/2017	03/2019
Hartford Auto Body	Indianapolis	IN	06/2015	05/2017
Logan Valentine Ins & Fin Services Inc.	Carmel	IN	02/2019	02/2020
Raymond James Financial Services, Inc.	Columbus	IN	08/2023	02/2024
Forman Investment Services	Columbus	IN	08/2023	02/2024
Raymond James Financial Services Advisors, Inc.	Columbus	IN	08/2023	02/2024
Valentine Wealth Management Llc	Seymour	IN	02/2024	Present

02/2020 → 07/2023

Charles Schwab & Co., Inc.

Indianapolis, IN
05/2017 → 03/2019

Oni Risk Partner

Indianapolis, IN
06/2015 → 05/2017

Hartford Auto Body

Indianapolis, IN
02/2019 → 02/2020

Logan Valentine Ins & Fin Services Inc.

Carmel, IN
08/2023 → 02/2024

Raymond James Financial Services, Inc.

Columbus, IN
08/2023 → 02/2024

Forman Investment Services

Columbus, IN
08/2023 → 02/2024

Raymond James Financial Services Advisors, Inc.

Columbus, IN
02/2024 → Present

Valentine Wealth Management Llc

Seymour, IN

Previous Registrations

2023-08-07 → 2024-02-20

Raymond James Financial Services Advisors, Inc

Columbux, IN
2021-06-11 → 2023-07-12

Charles Schwab & Co., Inc.

Indianapolis, IN

Other Businesses

1) Sightline Financial Solutions LLC; not investment-related; 650 Greenway Court, Seymour, IN 47274; fractional CFO services; 8/2025; 10 hours/month devoted; 10 hours/month during securities trading hours; provide CFO and business consulting services to business entities. 2) Licensed insurance agent; not investment-related; 650 Greenway Court, Seymour, IN 47274; licensed insurance agent; 1/2014; 0 hours/month devoted; 0 hours/month during securities trading hours; holds license, but no longer sells insurance products and is not affiliated with any insurance companies. 3) Seymour Meals on Wheels, Inc.; not investment-related; 805 Shannon Drive, Seymour, IN 47274; non-profit organization; Treasurer on the Board of Directors; 12/2024; 2 hours/month devoted; 1 hour/month during securities trading hours; oversees finances and assets of organization. 4) LHP Properties LLC; not investment-related; 1600 Windsor Court, Seymour, IN 47274; Proprietor; 01/08/2026; 0 hours/month devoted; 0 hours/month during securities trading hours; entity created for titling purposes. No compensation received.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-11
S63	Uniform Securities Agent State Law Examination	2020-12-04

S66 Uniform Combined State Law Examination

2021-06-11
S63 Uniform Securities Agent State Law Examination

2020-12-04

Designations

View on SEC IAPD