Coleman Lyle Logsdon

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 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

• 08/2019 → 08/2020
  Thomas A Lirot, C.P.A., P.S.C
  Radcliffe, KY
• 05/2021 → 08/2021
  Lincoln Trail Country Club
  Vine Grove, KY
• 06/2022 → 08/2022
  Argi Financial Group
  Elizabethtown, KY
• 06/2023 → 08/2023
  Cerity Partners Llc
  Louisville, KY
• 09/2023 → Present
  Cerity Partners Llc
  Elizabethtown, KY
• 08/2015 → 05/2020
  North Hardin High School
  Radcliffe, KY
• 12/2020 → 01/2021
  Ups
  Louisville, KY
• 12/2021 → 01/2022
  Ups
  Louisville, KY
• 12/2022 → 01/2023
  Ups
  Louisville, KY
• 08/2020 → 05/2024
  Georgetown College
  Georgetown, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-23