Financial advisors in Logan, UT

78 advisors · page 3 of 3

Kai Schwartz
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Lauren Fairbanks
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Mark Weaver
Financial advisor at Beacon Financial Planning, LLC
Beacon Financial Planning, LLC · $62.1M AUM
VerifiedFinancial planning
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Michael Carmichael
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Michael Jewell
Financial advisor at Trivium Capital Partners, LLC
Trivium Capital Partners, LLC
Verified
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Michael Rowell
Financial advisor at Simplicity Wealth
Simplicity Wealth · $4.27B AUM
VerifiedFinancial planning
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Nathan Salisbury
Financial advisor at Beacon Financial Planning, LLC
Beacon Financial Planning, LLC · $62.1M AUM
VerifiedFinancial planning
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Patrick Murphy
Financial advisor at Adams Wealth Advisors
Adams Wealth Advisors · $565.8M AUM
VerifiedFinancial planning
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Patty Bartholomew
Financial advisor at Harold Dance Investments
Harold Dance Investments · $158M AUM
VerifiedFinancial planning
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Paul Schwartz
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Quinn Longhurst
Financial advisor at Andina Advisors
Andina Advisors · $1.26B AUM
VerifiedFinancial planning
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Randall Harris
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Randy Berger
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Ross Bowen
Financial advisor at Promontory Financial Planning, LLC
Promontory Financial Planning, LLC · $319M AUM
VerifiedFinancial planning
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Shane Robbins
Financial advisor at Peak Investment Coaching, LLC
Peak Investment Coaching, LLC
VerifiedFinancial planning
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Stephen Neeley
Financial advisor at Harold Dance Investments
Harold Dance Investments · $158M AUM
VerifiedFinancial planning
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Tyson Luthi
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Whitney Hyer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Logan, UT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Logan, UT.

How this list works

Before you hire an advisor in Logan, UT