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Logan Wesley Sanders

Sanders Retirement Planning LLC

Omaha, NE

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Current Employers
Sanders Retirement Planning Llc

2111 South 67Th Street Ste 300, Omaha, NE 68106 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-04
CA RA APPROVED 2025-01-02
NE RA APPROVED 2024-12-04
IA RA APPROVED 2024-12-03
  • TX RA
    APPROVED_RES
    Since 2025-08-04
  • CA RA
    APPROVED
    Since 2025-01-02
  • NE RA
    APPROVED
    Since 2024-12-04
  • IA RA
    APPROVED
    Since 2024-12-03

Branch Locations

2111 South 67Th Street Ste 300, Omaha, NE 68106 • 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
Sanders Ata Martial Arts Council Bluffs IA 07/2008 Present
Sanders Ata Martial Arts - Pleasant Hill Pleasant Hill IA 09/2014 10/2016
N/A Omaha NE 01/2017 12/2017
Td Ameritrade Omaha NE 05/2017 08/2017
Us Bank Omaha NE 02/2018 09/2021
Ts Bank Treynor IA 09/2021 12/2022
Ts Bank Treynor IA 12/2022 12/2023
Ts Bank Treynor IA 12/2023 01/2025
Sanders Retirement Planning Llc Omaha NE 10/2023 Present
Sanders Retirement Planning Llc Omaha NE 11/2024 Present
  • 07/2008 → Present
    Sanders Ata Martial Arts
    Council Bluffs, IA
  • 09/2014 → 10/2016
    Sanders Ata Martial Arts - Pleasant Hill
    Pleasant Hill, IA
  • 01/2017 → 12/2017
    N/A
    Omaha, NE
  • 05/2017 → 08/2017
    Td Ameritrade
    Omaha, NE
  • 02/2018 → 09/2021
    Us Bank
    Omaha, NE
  • 09/2021 → 12/2022
    Ts Bank
    Treynor, IA
  • 12/2022 → 12/2023
    Ts Bank
    Treynor, IA
  • 12/2023 → 01/2025
    Ts Bank
    Treynor, IA
  • 10/2023 → Present
    Omaha, NE
  • 11/2024 → Present
    Omaha, NE
Previous Registrations
  • 2022-05-05 → 2025-02-01
    Callahan Financial Planning
    Omaha, NE
    Treynor, IA
    San Francisco, CA
    Denver, CO
    Treynor, IA
    Palo Alto, CA
    Lincoln, NE
    San Rafael, CA
    Burlingame, CA
    Centennial, CO
    Council Bluffs, IA
    Mill Valley, CA
Other Businesses

Business Name: Sanders ATA Martial Arts Investment-related Business: No Business Address: 2703 E Kanesville Blvd, Council Bluffs, IA 51503 Nature of the Business: Martial Arts Instruction Position: Instructor Relationship: Employee Relationship Start Date: 07/2008 Number of Hours per Month Devoted: 5 Number of Hours per Month Devoted During Securities Trading Hours: 0 Duties: Instruct martial arts classes Logan Sanders is registered as an insurance agent so that he can provide insurance analysis and recommendations to clients of Sanders Retirement Planning LLC. Mr. Sanders spends less than five percent of his time on insurance activities. Although Mr. Sanders is registered as an insurance agent, we have made the decision that he does not and will not "sell" insurance products to clients and will therefore never earn commissions or any other economic incentives for selling/recommending insurance products. This policy has been implemented and designed to avoid the conflicts of interest that arise when an investment adviser representative that is also registered as an insurance agent sells insurance products for his or her own economic benefits and not based solely on the client's interests. To the extent Mr. Sanders thinks you should purchase insurance, he can recommend a third-party insurance agent or company for you to consider. You are under no obligation to implement any insurance transaction through an insurance agent or company we recommend and can use any insurance company of your choice. You are encouraged to inquire about the compensation arrangements related to insurance products. You should carefully evaluate any insurance recommendation you receive and consider whether to obtain a second opinion from a third party.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-05
  • S65 Uniform Investment Adviser Law Examination
    2022-05-05
Designations

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