Patrick J. Logue

PRUDENT FINANCIAL PLANNING

NAPLES, FL 34119

Some features on this profile are disabled

CRD#: 4589561

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.

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.

Question & Answer

What are your service offerings?

Investment Planning

Education Planning

Comprehensive Financial Planni...

Debt Management

Insurance Planning

Tax Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Generation X

Millennials

Are you a "fiduciary"?

Yes

Aliases

Pat Logue | Patrick J Logue Sr

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Joseph Logue's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 2, 2017 - Present

PRUDENT FINANCIAL PLANNING

Office #1: 4500 Executive Dr. Ste. 110-4, Naples, FL 34119

RIA

CRD#: 288500

NAPLES, FL

Past

October 18, 2002 - June 13, 2013

LAKESHORE SECURITIES, L.P.

CRD#: 34381

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/14/2022)

IAR

Florida
(8/2/2017)

IAR

Illinois
(7/29/2022)

IAR

North Carolina
(10/13/2025)

IAR

Ohio
(6/15/2022)

IAR

Texas
(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

General Industry/Product Exam

Series 7

Date: 11/27/2001

General Securities Representative Examination

Current Firm

PRUDENT FINANCIAL PLANNING

PRUDENT FINANCIAL PLANNING | PRUDENT FINANCIAL PLANNING LLC

CRD#: 288500 / SEC#:

California

Registered Investment Advisory firm - (2/14/2022 Approved)

Florida

Registered Investment Advisory firm - (8/2/2017 Approved)

Illinois

Registered Investment Advisory firm - (7/29/2022 Approved)

Ohio

Registered Investment Advisory firm - (6/15/2022 Approved)

Texas

Registered Investment Advisory firm - (8/31/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4500 Executive Dr. Ste. 110-4, Naples, FL 34119

Mailing Address

Phone number

(239) 230-0395

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 12,360,332

Red Flags

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

IAR

Naples, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrick J. Logue

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Joseph Logue's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUDENT FINANCIAL PLANNING

LAKESHORE SECURITIES, L.P.

State Registrations and Notice Filings

Exams

Series 7

Date: 11/27/2001

Current Firm

PRUDENT FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRUDENT FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

Similar Advisors