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William Lee Logan

Edelman Financial Engines

Chandler, AZ

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
TX RA APPROVED_RES 2020-03-31
AZ RA APPROVED 2018-11-20
  • CA RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED_RES
    Since 2020-03-31
  • AZ RA
    APPROVED
    Since 2018-11-20

Branch Locations

3100 West Ray Rd Suite 334, Chandler, AZ 85226 • 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
Fisher Investments Vancouver WA 08/2017 09/2018
Independent Contractor East Lansing MI 02/2008 08/2017
Hillsdale College Hillsdale MI 01/2014 12/2016
Charles Koch Institute Arlington VA 08/2016 12/2016
Financial Engines Advisors L.L.C. Phoenix AZ 11/2018 10/2020
Financial Engines Advisors L.L.C. Santa Clara CA 10/2020 01/2022
Financial Engines Advisors L.L.C. Santa Clara CA 01/2022 01/2026
Edelman Financial Engines Santa Clara CA 01/2026 Present
  • 08/2017 → 09/2018
    Fisher Investments
    Vancouver, WA
  • 02/2008 → 08/2017
    Independent Contractor
    East Lansing, MI
  • 01/2014 → 12/2016
    Hillsdale College
    Hillsdale, MI
  • 08/2016 → 12/2016
    Charles Koch Institute
    Arlington, VA
  • 11/2018 → 10/2020
    Financial Engines Advisors L.L.C.
    Phoenix, AZ
  • 10/2020 → 01/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 01/2022 → 01/2026
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 01/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-09
  • S65 Uniform Investment Adviser Law Examination
    2018-02-09
Other Names
  • Will Lee Logan
  • Bill Lee Logan
  • William Lee Logan

View on SEC IAPD

Other Firms

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VAL VISTA CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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