Logan
Radke

Fidelity Personal And Workplace Advisors

CRD#7361012
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Logan Radke is a financial advisor who works in Scottsdale, Arizona with 1 year of industry experience. Radke is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at On The Hash, University Of Minnesota-Duluth, Urban Logistics, Hyaa, Ups, Pizza Luce, Qdoba, Equitable Advisors, LLC and Fidelity Investments. Radke holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Arizona and Texas. Fidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets across its 1,712,247 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets. The business performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Scottsdale, AZ

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

AZ Average: $16,012,751,954
Total Number of Employees

13,507

AZ Average: 118
Total Number of Accounts

1,712,247

AZ Average: 4,567
Average Account Size

$381,106

AZ Average: $3,506,186

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 Radke Work History

Logan has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fidelity Investments

2021 - 2021 (< 1 year)

On The Hash

2021 - 2021 (< 1 year)

Equitable Advisors, LLC

2020 - 2020 (< 1 year)

Urban Logistics

2019 - 2020 (1 year)

Qdoba

2018 - 2021 (3 years)

University Of Minnesota-Duluth

2018 - 2020 (2 years)

Hyaa

2018 - 2019 (1 year)

Pizza Luce

2017 - 2019 (2 years)

Ups

2014 - 2020 (6 years)

Hyaa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Logan Radke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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