Logan Wild (CRD# 6666866) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Kewaskum, WI and has over 5 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Concorde Asset Management | Livonia, MI | Apr 2019 - Current | 5 |
Concorde Investment Services | Livonia, MI | Apr 2019 - Current | 5 |
The Silbernagel Group | Kewaskum, WI | Jun 2016 - Current | 7 |
Woodbury Financial Services Inc. | Kewaskum, WI | Jul 2018 - Mar 2019 | < 1 |
University Of Wisconsin-whitewater | Whitewater, WI | Aug 2015 - Jun 2016 | < 1 |
Mayville School District | Mayville, WI | Jun 2008 - Jun 2016 | 8 |
Mayville Schoold District | Mayville, WI | Jun 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- CA
- CO
- FL
- IL
- MN
- MT
- NY
- TX
- WI
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Total Assets Under Management395MILLIONS
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Total Number of Accounts2,510ACCOUNTS
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Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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