Logan R Heinrich

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2021 → Present
  Ameriprise Financial Services, Llc
  Lubbock, TX
• 06/2021 → 11/2021
  Golden Circle Financial Group
  Lubbock, TX
• 09/2015 → 06/2021
  Texas Tech University Health Sciences Center
  Lubbock, TX

Other Businesses

Real Estate Ownership; Lot/Land; 2313 56th St, , Lubbock, TX, 79423; Not Investment-Related; 12/13/2021. Board of Directors; Council of Elders for Fellowship Church, Lubbock TX; Vice-Chairman; 7505 Ave U, , Lubbock, TX, 79423; Not Investment-Related; 04/25/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Golden Circle Financial Group, LLC; I am an Associate Financial Advisor for Stephen Butts and Director of the Planning Department.; Manage advisory business; 3223 S. Loop 289, Ste 310, Lubbock, TX, 79423; Investment-Related; 11/01/2021; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-21

Other Names

• Logan Reed Heinrich