Coleman Logsdon (CRD# 7900445) is an Investment Advisor Representative working at Cerity Partners LLC in Elizabethtown, KY and has 1 year of experience in the finance industry.
CRD# 4908779
J.p. Morgan Securities LLC
CRD# 5533580
Lpl Financial LLC
CRD# 4737382
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerity Partners LLC | Elizabethtown, KY | Sep 2023 - Current | < 1 |
| Georgetown College | Georgetown, KY | Aug 2020 - Current | 3 |
| Cerity Partners LLC | Louisville, KY | Jun 2023 - Aug 2023 | < 1 |
| Ups | Louisville, KY | Dec 2022 - Jan 2023 | < 1 |
| Argi Financial Group | Elizabethtown, KY | Jun 2022 - Aug 2022 | < 1 |
| Ups | Louisville, KY | Dec 2021 - Jan 2022 | < 1 |
| Lincoln Trail Country Club | Vine Grove, KY | May 2021 - Aug 2021 | < 1 |
| Ups | Louisville, KY | Dec 2020 - Jan 2021 | < 1 |
| Thomas A Lirot, C.p.a., P.s.c | Radcliffe, KY | Aug 2019 - Aug 2020 | 1 |
| North Hardin High School | Radcliffe, KY | Aug 2015 - May 2020 | 4 |
| James T. Alton Middle School | Vine Grove, KY | Jan 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2024 |
- KY
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Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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