Logan
Klug
Fidelity Personal And Workplace Advisors
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About this Advisor
Logan Klug is a financial advisor based in Scottsdale, Arizona, working with Fidelity Personal And Workplace Advisors. Logan has previously held positions at Equitable Advisors, LLC, Prosperity Home Mortgage, Handshake Home Loans, The Valley Lending, Sunnyhill Financial, Jfq Lending, Quicken Loans, Paramount Equity Mortgage, Ethos Lending, Forthright Funding, Sindeo, Core Planning, Arnold Insurance, and Fidelity Investments. Logan has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Logan is part of Fidelity Personal And Workplace Advisors, which operates out of Scottsdale, Arizona. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Logan Klug Work History
Fidelity Investments
Core Planning
Sunnyhill Financial
Arnold Insurance
Equitable Advisors, LLC
Prosperity Home Mortgage
Handshake Home Loans
The Valley Lending
Sunnyhill Financial
Handshake Home Loans
Jfq Lending
Quicken Loans
Paramount Equity Mortgage
Ethos Lending
Forthright Funding
Sindeo
Forthright Funding
Quicken Loans
Disclosures
Please visit the SEC profile of Logan Klug to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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