Shawn Richard Logan

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 06/1983 → 08/2020
  Shawn R. Logan Insurance
  Othello, WA
• 10/2013 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL
• 01/2014 → Present
  City Of Othello
  Othello, WA

Other Businesses

GOLD FINCH REAL ESTATE, LLC POSITION: OWNER/PARTNER WITH MY WIFE, LAURA M LOGAN NATURE: LANDLORD INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 12/01/2010 ADDRESS: 1344 E MAIN STREET, OTHELLO WA 99344 DESCRIPTION: I PURCHASED A BUILDING FOR MY INSURANCE BUSINESS. UPON THE ADVICE OF TAX COUNSEL, I FORMED AN LLC TO OWN THE BUILDING AND MY INSURANCE BUSINESS WOULD PAY RENT FOR THE BEST TAX ADVANTAGES. SHAWN R. LOGAN INSURANCE POSITION: OWNER/MANAGER NATURE: PROPERTY & CASUALTY INS INVESTMENT RELATED: NO NUMBER OF HOURS: 120 INVESTMENT RELATED HOURS: 3 START DATE: 06/21/1991 ADDRESS: 1344 E MAIN STREET, OTHELLO WA 99344 DESCRIPTION: I HAVE A PROPERTY & CASUALTY INSURANCE AGENCY WITH THREE FULL-TIME EMPLOYEES WHO ARE ENGAGED IN THE SALES AND SERVICE OF HOME, AUTO, & BUSINESS INSURANCE. SHAWN R. LOGAN INSURANCE POSITION: OWNER NATURE: SALE OF TRADITIONAL LIFE INSURANCE, FIXED ANNUITIES, EQUITY INDEX ANNUITIES, AND INDEXED UNIVERSAL LIFE INSURANCE. INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 04/01/1998 ADDRESS: 1344 E MAIN ST, PO BOX 544, OTHELLO WA 99344 DESCRIPTION: I SOLICIT, SELL, AND SERVICE THE ABOVE PRODUCTS. MAYOR OF OTHELLO, WA POSITION: MAYOR NATURE: SMALL CITY GOVERNMENT OF CITY OF 8,200 RESIDENTS INVESTMENT RELATED: NO NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2014 ADDRESS: 500 E MAIN STREET, OTHELLO WA 99344, UNITED STATES DESCRIPTION: CONDUCT EVENING CITY COUNCIL MEETINGS. ONCE WEEKLY STAFF MEETINGS. ATTEND CEREMONIES OF NEW BUSINESSES. PROVIDE VISION AND OVERSIGHT OF CITY AND OPERATIONS THROUGH STAFF PERSONS WHO RUN THE VARIOUS DEPARTMENTS OF CITY FUNCTIONS. GOLDFINCH REAL ESTATE, LLC POSITION: PART-OWNER NATURE: LLC FORMED FOR INCOME TAX ADVANTAGE TO RENT TO MY BUSINESS OFFICE. INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2013 ADDRESS: 1344 E MAIN ST, OTHELLO WA 99344, UNITED STATES DESCRIPTION: ANNUAL FINANCIAL REPORTS ADAMS COUNTY DEVELOPMENT COUNCIL NOT INVESTMENT RELATED; CHAIRMAN; NATURE: ECONOMIC DEVELOPMENT ORGANIZATION; 5 HOURS PER MONTH AND 0 DURING TRADING HOURS ADDRESS: 425 E MAIN ST OTHELLO WA 99344; START: 1/1/2024; DUTY: CHAIRMAN OF THE COUNTY ECONOMIC DEVELOPMENT ORGANIZATION. MISSION IS TO ATTRACT BUSINESS AND JOBS TO THE COUNTY WHILE ASSISTING EXISTING BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-11
• S63 Uniform Securities Agent State Law Examination
  1984-03-16