Logan Edward Bolin

Employer firm

W.a. Smith Financial Group CRD 146608

$1.16B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2016 → 12/2021
  Ashland University
  Ashland, OH
• 05/2019 → 05/2020
  Northwestern Mutual
  Cleveland, OH
• 05/2021 → 08/2021
  Donald M Graham & Associates, Inc.
  Willard, OH
• 01/2022 → 07/2022
  Rea & Associates, Inc.
  Amherst, OH
• 08/2022 → 12/2022
  Ashland University
  Ashland, OH
• 01/2023 → 05/2023
  Rea & Associates, Inc.
  Medina, OH
• 06/2023 → 10/2023
  Unemployed
  Grafton, OH
• 11/2023 → 03/2024
  Fidelity Investments
  Westlake, OH
• 04/2024 → 06/2024
  Unemployed
  Grafton, OH
• 07/2024 → Present
  W.A. Smith Financial Group
  Sheffield Village, OH

Exams

• S66 Uniform Combined State Law Examination
  2025-05-21

Other Names

• Logan E Bolin
• Logan Bolin