Logan Wood Varela

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2017 → 10/2021
  Claraphi Advisory Network, Llc
  Laguna Hills, CA
• 03/2012 → 07/2017
  Shurwest Llc
  Scottsdale, AZ
• 08/2017 → 10/2025
  Ultra Financial Plus, Llc
  Scottsdale, AZ
• 10/2021 → 10/2025
  Ultra Financial Partners, Llc
  Scottsdale, AZ
• 06/2022 → 12/2022
  Claraphi Advisory Network, Llc
  Aliso Viejo, CA
• 10/2025 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2021-08-03 → 2025-11-20
  Ultra Financial Partners
  Scottsdale, AZ
• 2022-06-30 → 2022-12-31
  Claraphi Advisory Network, Llc
  Aliso Viejo, CA
  Phoenix, AZ
• 2017-08-28 → 2021-10-27
  Claraphi Advisory Network, Llc
  Phoenix, AZ
  Scottsdale, AZ
  Aliso Viejo, CA
  Phoenix, AZ
  Scottsdale, AZ
  Aliso Viejo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-03

Designations

• Certified Financial Planner

Other Names

• Logan Varela