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Matthew Garrett Logue

Mariner

Brookfield, WI

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-04-26
IL RA APPROVED 2020-03-26
  • WI RA
    APPROVED
    Since 2021-04-26
  • IL RA
    APPROVED
    Since 2020-03-26

Branch Locations

18500 W Corporate Drive Suite 120, Brookfield, WI 53045 • 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
OrganizationCityStateFromTo
Balasa Dinverno Foltz Llc Itasca IL 06/2015 01/2020
Mariner Wealth Advisors Oakbrook Terrace IL 02/2020 02/2023
Mariner Wealth Advisors Overland Park KS 02/2023 Present
  • 06/2015 → 01/2020
    Balasa Dinverno Foltz Llc
    Itasca, IL
  • 02/2020 → 02/2023
    Mariner Wealth Advisors
    Oakbrook Terrace, IL
  • 02/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2015-08-08 → 2020-03-05
    Balasa Dinverno Foltz Llc
    Itasca, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-08
  • S65 Uniform Investment Adviser Law Examination
    2015-08-08
Designations
Other Names
  • Matthew Logue

View on SEC IAPD

Other Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WHN INVESTOR SERVICES, INC.

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI
WHN INVESTOR SERVICES, INC. · BROOKFIELD, WI

More in Brookfield, WI

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