Barry Scott Logan
CFP®Professional Summary
Barry Scott Logan, CFP® is a registered financial advisor currently at HOGANTAYLOR WEALTH located in Oklahoma City, Oklahoma. Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Barry has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Investment Management
Specializations
Biography
My greatest gifts are two high school kids who are on their way to being kind, conscious, productive contributors to society. My hobbies vary depending on the time of year, but I always enjoy staying active, traveling when able, taking in live music, and the infamous Oklahoma sunsets.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
DISCIPLINED INVESTMENTS, LLC | HT WEALTH | HOGANTAYLOR WEALTH
Contact Information
Main Address
2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000Phone Number
(918) 388-2690# of Employees
10SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,294AUM (Assets Under Management)
$592,795,599Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
DISCIPLINED INVESTMENTS, LLC | HT WEALTH | HOGANTAYLOR WEALTH
State Registrations and Notice Filings
(7/18/2017)
(7/18/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Barry Scott Logan's CRS (Customer Relationship Summary).
Services Offered by Barry
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Investment Management
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