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Logan Robert Wiedel

Creative Planning

Overland Park, KS

CRD 7746752

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 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:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-13
  • KS RA
    APPROVED
    Since 2025-03-13

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Thayer County Economic Development Alliance Hebron NE 05/2022 07/2022
City Of Hebron Hebron NE 04/2018 07/2022
Fp Wealth Management, Inc. Lincoln NE 05/2023 12/2024
Thayer Central Community Schools Hebron NE 08/2013 05/2021
University Of Nebraska-Lincoln Lincoln NE 08/2021 12/2024
Osaic Lincoln NE 07/2024 12/2024
Creative Planning, Llc Overland Park KS 01/2025 Present
  • 05/2022 → 07/2022
    Thayer County Economic Development Alliance
    Hebron, NE
  • 04/2018 → 07/2022
    City Of Hebron
    Hebron, NE
  • 05/2023 → 12/2024
    Fp Wealth Management, Inc.
    Lincoln, NE
  • 08/2013 → 05/2021
    Thayer Central Community Schools
    Hebron, NE
  • 08/2021 → 12/2024
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 07/2024 → 12/2024
    Osaic
    Lincoln, NE
  • 01/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-13
  • S65 Uniform Investment Adviser Law Examination
    2025-03-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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