Logan Wiedel
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Logan Wiedel Email & Phone Number

Financial Planner at Creative Planning
Location: Lincoln, Nebraska, United States 10 work roles 2 schools
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Current company
Creative Planning
Role
Financial Planner
Location
Lincoln, Nebraska, United States
Company size
1946 employees

Who is Logan Wiedel? Overview

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Logan Wiedel is listed as Financial Planner at Creative Planning, a with 1946 employees, based in Lincoln, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for Logan Wiedel.

Logan Wiedel previously worked as Client Service Associate at Fp Wealth Management, Inc. and Wealth Management Intern at Fp Wealth Management, Inc.. Logan Wiedel holds Bachelor Of Science In Business Administration, Finance Major, Economics Minor, Senior, Gpa: 3.865 from Nebraska College Of Business.

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Creative Planning

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Profile bio

About Logan Wiedel

Equipped with the ability to easily communicate with others and a competitive drive, I work best in social environments where I can lead a group. My love for numbers and analyzing data is what made me choose to be a finance major. I am also passionate about actively working with others to help them succeed.I plan to pursue a career in financial planning after graduation. I currently utilize these skills in my wealth management internship with FP Wealth Management. I effectively communicate with team members and clients to manage schedules for appointments and conferences. Through this job, I have been able to learn more about the industry and how the financial planning process works. My communication, management, and financial skills have helped me succeed in this field. I plan to use these skills to continue to establish connections and pursue a full-time position in financial planning in 2025.

Current workplace

Logan Wiedel's current company

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Creative Planning
Creative Planning
Financial Planner
Kansas City, MO, US
Website
creativeplanning.com
Employees
1946
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10 roles

Logan Wiedel work experience

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Assistant Treasurer

Delta Tau Delta International Fraternity

Lincoln, Nebraska, United States

• Assist in the management of $500k+ of chapter income by analyzing previous budgets, balance sheets, and income statements to reform the annual budget• Increase financial accountability by creating monthly expense reports, simplified budget overviews, and costs breakdowns for 70+ chapter members

Director Of Academic Affairs

Delta Tau Delta International Fraternity

Lincoln, Nebraska, United States

• Manage the chapter’s grades and academics by submitting and requesting reports to coordinate recognition of excellent and poor academic achievement.• Establish chapter academic standards and facilitate workshops to build academic understanding within the fraternity to support the chapter’s academics.• Build and lead a team of 8 members that will follow my plan and instructions to ensure the academic strength of the chapter.• Manage 60 individuals’ grades and coursework in Excel by developing and executing the chapter’s academic plan to support the chapter’s academic calendar.

Dec 2022 - Dec 2023

Academic Team Member

Delta Tau Delta International Fraternity

Lincoln, Nebraska, United States

• Hold 80 other members accountable for their grades by performing grade checks and evaluations to keep them on track with their classes• Monitor and facilitate study sessions for other members with similar majors, teaching them material that they were struggling with to help them pass and excel in classes to better their education

Mar 2022 - Dec 2022

Finance Tutor

Nebraska College Of Business

Lincoln, Nebraska, United States

Primary Tutor for FINA 361 - Intro Finance, took individual appointments and hosted review sessions of up to 80 students.

May 2023 - May 2024

Laborer

City Of Hebron - Street Department

Hebron, Nebraska, United States

• Collaborated with 4-5 coworkers by job planning and reviewing what jobs were completed daily to remain efficient and stay on the same page• Managed weekly mowing and trimming responsibilities for 15+ commercial-sized properties by operating large lawncare equipment to maintain the town’s appearance.• Assisted in cleaning and painting street lines and cleaning streets with large machinery including a street sweeper to prepare the look of our town for the Fourth of July

May 2022 - Aug 2023

Member

Wall Street Scholars Of Nebraska

Lincoln, Nebraska, United States

• Worked with a group of 25+ individuals to further knowledge of Private Equity, Investment Banking, and Wealth Management while working to exemplify a high level of training and preparedness within the finance industry• Participated in weekly meetings that consist of discussions, presentations, and workshops to further educate and develop skills relating to investment banking

Aug 2022 - May 2023

Intern

Thayer County Economic Development Alliance

Hebron, Nebraska, United States

• Managed a non-profit donation project by communicating with 6 community funds to gather vital information for local non-profits to jumpstart the project• Developed a donation website through Givesource by gathering and inputting data to ease the donation process for donors• Strategically created flyers and informational brochures for each town in my county with a fellow intern on Canva to better market our county to outside jobseekers

May 2022 - Aug 2022
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

ME Matthew Eilert Matthew Eilert Colleague at Creative PlanningKansas City Metropolitan Area, United States View → ML Mathew Litsheim Mathew Litsheim Colleague at Creative PlanningMinneapolis, Minnesota, United States View → GM Grant Minick, Cfp® Grant Minick, Cfp® Colleague at Creative PlanningLeawood, Kansas, United States View → BR Brad Reiling, Cfp® Brad Reiling, Cfp® Colleague at Creative PlanningGreater Minneapolis-St. Paul Area, United States View → RM Ryan Munroe, Cfp®, Cima® Ryan Munroe, Cfp®, Cima® Colleague at Creative PlanningSan Diego, California, United States View → KR Kelli Rawley, Mba, Cfp® Kelli Rawley, Mba, Cfp® Colleague at Creative PlanningKansas City Metropolitan Area, United States View → CB Cole Beckwith, Mba, Cfp® Cole Beckwith, Mba, Cfp® Colleague at Creative PlanningGreater Phoenix Area, United States View → SG Sean Granere Sean Granere Colleague at Creative PlanningHouston, Texas, United States View → AG Andy Gryszowka, Cfp® Andy Gryszowka, Cfp® Colleague at Creative PlanningLeawood, Kansas, United States View → KM Kirby Mack, Cfp® Kirby Mack, Cfp® Colleague at Creative PlanningSouth Orange, New Jersey, United States View →
2 education records

Logan Wiedel education

Bachelor Of Science In Business Administration, Finance Major, Economics Minor, Senior, Gpa: 3.865

Nebraska College Of Business

Activities and Societies: Delta Tau Delta - Academic Team, Ritual Team, Finance Team

FAQ

Frequently asked questions about Logan Wiedel

Quick answers generated from the profile data available on this page.

What company does Logan Wiedel work for?

Logan Wiedel works for Creative Planning.

What is Logan Wiedel's role at Creative Planning?

Logan Wiedel is listed as Financial Planner at Creative Planning.

Where is Logan Wiedel based?

Logan Wiedel is based in Lincoln, Nebraska, United States while working with Creative Planning.

What companies has Logan Wiedel worked for?

Logan Wiedel has worked for Creative Planning, Fp Wealth Management, Inc., Delta Tau Delta International Fraternity, Nebraska College Of Business, and City Of Hebron - Street Department.

Who are Logan Wiedel's colleagues at Creative Planning?

Logan Wiedel's colleagues at Creative Planning include Matthew Eilert, Mathew Litsheim, Grant Minick, Cfp®, Brad Reiling, Cfp®, and Ryan Munroe, Cfp®, Cima®.

How can I contact Logan Wiedel?

You can use AeroLeads to view verified contact signals for Logan Wiedel at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Logan Wiedel attend?

Logan Wiedel holds Bachelor Of Science In Business Administration, Finance Major, Economics Minor, Senior, Gpa: 3.865 from Nebraska College Of Business.

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