Logan Wood

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-11-04

CO RA
APPROVED

Since 2024-11-04

Branch Locations

355 Eastman Park Dr, Windsor, CO 80550 • 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

Organization	City	State	From	To
Lpl Financial Llc	Loveland	CO	05/2023	Present
Colorado State University	Fort Collins	CO	08/2022	Present
Play It Again Sports	Fargo	ND	05/2020	08/2022
West Fargo Public Schools	West Fargo	ND	08/2014	05/2020

05/2023 → Present

Lpl Financial Llc

Loveland, CO
08/2022 → Present

Colorado State University

Fort Collins, CO
05/2020 → 08/2022

Play It Again Sports

Fargo, ND
08/2014 → 05/2020

West Fargo Public Schools

West Fargo, ND

Other Businesses

1)08/02/2024 - Investment Center Advisor Group - Inv Rel - At Reported Business Location(s) - Start: 05/2023 - 120 Hr/Mth 2) 03/18/2025 - Investment Center at Points West Community Bank - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-01

S66 Uniform Combined State Law Examination

2024-11-01

View on SEC IAPD