Logan J Wolf

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2015 → 05/2019
  Cedar Falls High School
  Cedar Falls, IA
• 05/2019 → 06/2024
  University Of Northern Iowa
  Cedar Falls, IA
• 05/2021 → 10/2021
  Wolf Hearing Care
  Cedar Falls, IA
• 11/2021 → 04/2023
  Jacobson Financial Services
  Cedar Falls, IA
• 06/2024 → 09/2024
  True North Restoration Of Iowa
  Cedar Falls, IA
• 09/2024 → Present
  Jacobson Financial Services
  Cedar Falls, IA
• 04/2021 → 04/2021
  Doordash
  Cedar Falls, IA
• 09/2024 → Present
  Lpl Financial Llc
  Cedar Falls, IA

Other Businesses

1)01/14/2025 - Jacobson Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/14/2025 - Jacobson & Co - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2025-02-28

Other Names

• Logan Wolf