Logan W Simios

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 09/2003 → Present
  J. Krug & Associates Dba J. Krug
  Itasca, IL
• 10/2013 → 05/2019
  Woodbury Financial Services, Inc.
  Mount Prospect, IL
• 05/2019 → Present
  Cetera Advisors Llc
  Denver, CO
• 05/2019 → Present
  Megent Financial
  Orland Park, IL
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-01-11 → 2019-05-21
  Woodbury Financial Services, Inc.
  Mount Prospect, IL
  Naples, FL
  Warrenville, IL
  Warrenville, IL

Other Businesses

1. NAME OF OTHER BUSINESS: J. KRUG & ASSOCIATES DBA J. KRUG; INVESTMENT RELATED: NO; ADDRESS: 1 PIERCE PLACE SUITE 1250W, ITASCA, IL 60143; NATURE OF BUSINESS: RISK ASSURANCE & INSURANCE SALES; START DATE: 09/2003; POSITION/TITLE/RELATIONSHIP: OWNER / PRINCIPLE; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: MANAGE BENEFITS DIVISION, SELL GROUP HEALTH, ANCILLIARY BENEFITS, DISABILITY, LONG-TERM CARE, MEDICARE SUPPLEMENTS; 2. NAME OF OTHER BUSINESS: MEGENT FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2019; POSITION/TITLE/RELATIONSHIP: INVESTMENT EXECUTIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2019; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE AND COMMERCIAL INSURANCE; 4. NAME OF OTHER BUSINESS: GREATER WHEELING AREA CHAMBER OF COMMERCE & INDUSTRY; INVESTMENT RELATED: NO; ADDRESS: 2 COMMUNITY BOULEVARD SUITE 203 WHEELING, IL 60090; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2022; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS ONCE A MONTH AND REPORT FINANCIALS; ATTEND CHAMBER EVENTS THROUGHOUT THE YEAR;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-12
• S63 Uniform Securities Agent State Law Examination
  2013-12-03

Other Names

• Lon William Simios