Logan
Schwartz
Ehlers
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About this Advisor
Logan Schwartz is a financial advisor based in Saint Paul, Minnesota, working with Ehlers. Logan has previously held positions at Ehlers Investment Partners, Ehlers And Associates, Wells Fargo Bank Na, and Rei. Logan has passed the Series 65 regulatory exam and is registered to provide services in Colorado, Illinois, Kansas, Minnesota, and Wisconsin. Currently, Logan is part of Ehlers, which operates out of Saint Paul, Minnesota. The firm has 1 office and 9 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for institutional clients, educational seminars, and other services. The fee structure at Ehlers includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ehlers Brokerage Details
$2,344,886,943
9
571
$4,106,632
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Logan Schwartz Work History
Ehlers Investment Parters
Ehlers And Associates
Wells Fargo Bank Na
Rei
None
Disclosures
Please visit the SEC profile of Logan Schwartz 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 Ehlers
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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