Patrick Joseph Logue
CFP®Professional Summary
Patrick Joseph Logue, CFP®, who also goes by Pat Logue, Patrick J Logue Sr, is a registered financial advisor currently at PRUDENT FINANCIAL PLANNING located in Naples, Florida. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Patrick has worked at 2 firms and has passed the Series 7 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Education Funding
- Financial Planning
- Risk Management & Insurance
- Tax Planning
- Cashflow & Budgeting
Specializations
Biography
Pat enjoys competing in endurance sports. He has competed in numerous 5k's, 10k's, half-marathons, 2 marathons, dozens of triathlons from Sprint distance up to Half-Ironman, completed 2 Tough Mudders, 1 Muddy Buddy, a 60-mile running relay race, a 150-mile bike trek, Cycling Criteriums, and more. In addition to training for races, Pat enjoys hiking, running, biking, swimming, coaching, and spending time with his wife, Erin and their 2 children.
Other Aliases
Pat Logue, Patrick J Logue Sr
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Videos & Posts
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Contact Information
Direct
(xxx) xxx-xxxx
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
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Disclosures on record.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Current Firm
PRUDENT FINANCIAL PLANNING | PRUDENT FINANCIAL PLANNING LLC
Contact Information
Main Address
4500 Executive Dr. Ste. 110-4, Naples, FL 34119Phone Number
(239) 230-0395# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
278AUM (Assets Under Management)
$17,013,887Similar Advisors
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Other business activities
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.
The advisor shows no other business activity.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
State Registrations and Notice Filings
(2/14/2022)
(8/2/2017)
(7/29/2022)
(10/13/2025)
(6/15/2022)
(2/13/2019)
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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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Logue's CRS (Customer Relationship Summary).
Services Offered by Patrick
- Investment Management
- Education Funding
- Financial Planning
- Risk Management & Insurance
- Tax Planning
- Cashflow & Budgeting
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
