James
Logan

Cliftonlarsonallen Wealth Advisors, LLC

CRD#1921460
Investment Advisor
in Englewood, CO

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About this Advisor

James Logan is a certified financial planner who works out of Englewood, Colorado who has 2 years of industry experience. Logan is on the advisory team at Cliftonlarsonallen Wealth Advisors, LLC. During their career, the advisor has held roles at The Leaders Group Inc, Advisors Design Center Inc, Mesirow Financial, Inc and Cliftonlarsonallen Wealth Advisors, LLC. Logan holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado and Texas. Cliftonlarsonallen Wealth Advisors, LLC is a company operating out of Minneapolis, MN. It has offices in 38 locations and a total of 154 people on staff. It handles $7 billion in assets between its 18,665 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 41 charitable organizations. Of its 18,665 accounts, 25% are held by high-net-worth investors who have more than $1 million in assets available to invest. Cliftonlarsonallen Wealth Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice largely are based on the financial services provided. However, fee types billed by Cliftonlarsonallen Wealth Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8390 East Crescent Parkway Suite 300
Englewood, CO 80111

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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$6,753,872,946

CO Average: $5,289,111,388
Total Number of Employees

154

CO Average: 157
Total Number of Accounts

18,665

CO Average: 8,262
Average Account Size

$361,847

CO Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

James Logan Work History

James has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cliftonlarsonallen Wealth Advisors, LLC

2018 - 2021 (3 years)

Mesirow Financial, Inc

2012 - 2018 (6 years)

The Leaders Group Inc

2012 - 2018 (6 years)

Advisors Design Center Inc

*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 James Logan 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 Cliftonlarsonallen Wealth Advisors, LLC

Nicole Gronholz
Minneapolis, MN
Stephen Powers
Minneapolis, MN
Andrew Ostlund
Baxter, MN
Jonathan Meinholz
Eau Claire, WI
Jessica Porcelli
Minneapolis, MN
Michen Sirleaf
King Of Prussia, PA
Kaitlyn Friant
Middleton, WI
Maggie Piccirillo
West Hartford, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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