Logan Wadsworth, Chfebc℠ Email and Phone Number
Logan Wadsworth, Chfebc℠ work email
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Logan Wadsworth, Chfebc℠ personal email
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With my experience as a financial advisor, I have learned the importance of human connection and relationship building. I am continually looking for opportunities to expand my knowledge for strategies that will benefit my clients' financial plans. I am competitive in nature, and push myself to have the emotional endurance to be the best possible asset for each new connection I make. My main goal is to help others reach their personal financial goals while developing trusting relationships along the way. l am enthusiastic about networking and developing new connections with other professionals. If you would like to meet with me in order to network or hear more about my practice, feel welcome to reach out to me either by email at logan@braviasfinancial.com or by phone at 320-296-4171. Investment Advisory Services offered through Bravias Capital Group, LLC., a SEC Registered Investment Advisor. Bravias Capital Group and Bravias Financial are independent entities. Federal Seminars and ChFEBC℠, Inc. owns the symbol marks ChFEBC℠, Chartered Federal Employee Benefits Consultant℠ and ChFEBC℠, logo. in the U.S., which it awards to individuals who successfully complete Federal Seminars and ChFEBC℠, Inc initial and ongoing certification requirements.INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY GOVERNMENT AGENCY.
Bravias Financial
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Financial AdvisorBravias Financial Mar 2023 - PresentIselin, New Jersey, UsBravias Financial is an independent financial planning and wealth management firm. Investment focus: safe money financial investment strategies and risk management for retirees, business owners, professionals, Federal employees, and State Public employees. Investment Advisory Services offered through Bravias Capital Group, LLC., a New Jersey State Registered Investment Advisor. Bravias Capital Group, LLC and Bravias Financial are independent entities. -
Financial AdvisorCetera Investment Services Llc Jun 2022 - Mar 2023St. Cloud, Mn, Us● Updated and modernized records of acquired book of business● Presented current application, trade, and compliance forms to ensure suitability● Recognized opportunities for acquiring new assets in client reviews● Innovated and adapted to a new referral and marketing process to protect the bank’s reputation● Generated a start-up of the branch’s advisory program -
Financial RepresentativeNorthwestern Mutual May 2019 - Feb 2021Milwaukee, Wi, Us● Generated many outreach activities to acquire clients and maintain a book of business● Explained financial planning concepts to couples and individuals to include within their own financial plan including risk management, wealth accumulation, and estate planning strategies.● Developed relationships with hundreds of individuals and potential clients● Nationally recognized Top 100 Intern in 2019 based on number of life, disability or long-term care policies sold -
Business OwnerLandscape And Lawn Care Services May 2013 - Sep 2018● Obtained and properly maintained relationships with 60+ personal clients by continuously satisfying the needs of my client base for over seven years.● Scheduled 60+ client appointments and projects over a period of four months each summer● Performed many services outside my realm of expertise and adapted quickly and efficiently
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InternZephyrus Financial Services May 2018 - Aug 2018● Successfully calculated algorithm adjustments and balanced 250+ client investment portfolios● Efficiently conducted statistical portfolio risk research and formulated a prosperous hypothetical personal investment portfolio for future application of client wealth management● Trained in delivering and simply clarifying financial plan and portfolio data to potential clients● Engaged heavily into portfolio growth development and risk “what-if” analysis effectively with statistical data software such as Morningstar and MoneyGuidePro
Logan Wadsworth, Chfebc℠ Skills
Logan Wadsworth, Chfebc℠ Education Details
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University Of Minnesota DuluthFinance -
University Of Minnesota DuluthFinancial Planning -
Ridgewater College
Frequently Asked Questions about Logan Wadsworth, Chfebc℠
What company does Logan Wadsworth, Chfebc℠ work for?
Logan Wadsworth, Chfebc℠ works for Bravias Financial
What is Logan Wadsworth, Chfebc℠'s role at the current company?
Logan Wadsworth, Chfebc℠'s current role is Financial Advisor at Bravias Financial | Chartered Federal Employee Benefits Consultant℠ FERS & CSRS.
What is Logan Wadsworth, Chfebc℠'s email address?
Logan Wadsworth, Chfebc℠'s email address is lw****@****ual.com
What schools did Logan Wadsworth, Chfebc℠ attend?
Logan Wadsworth, Chfebc℠ attended University Of Minnesota Duluth, University Of Minnesota Duluth, Ridgewater College.
What skills is Logan Wadsworth, Chfebc℠ known for?
Logan Wadsworth, Chfebc℠ has skills like Leadership, Insurance, Sales, Portfolio Management, Moneyguidepro, Strategic Planning, Perseverant, Morningstar, Ethical Decision Making, Mutual Funds, Life Insurance, Relationship Building.
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