Matthew K. Logan
KESTRA ADVISORY SERVICES
Greensboro, NC 27455
Some features on this profile are disabled
CRD#: 4823102
Professional summary
Matthew Kelly Logan, AIF®, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Greensboro, North Carolina and KESTRA INVESTMENT SERVICES, LLC located in Greensboro, North Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: TMRW BUS POSITION: Owner NATURE: I primarily donate time on the bus INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 3824 North Elm St, Ste 101, Greensboro NC 27455, United States DESCRIPTION: The office will coordinate trips with people who won in auction or are renting. The charitable organization auctions off a certificate with a certain number of hours and the organization keeps the auction proceeds. This is our fun way to give back to the community. NAME: TMRW WEALTH DBA FOR MATT LOGAN INC POSITION: I own the corporation NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2010 ADDRESS: 3824 North Elm St, Ste 101, Greensboro NC 27455, United States DESCRIPTION: I manage the business and provide financial planning for clients. NAME: MATT LOGAN PROPERTIES POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 3824 North Elm St, Ste 101, Greensboro NC 27455, United States DESCRIPTION: I maintain accounts and the property. NAME: FIXED INSURANCE POSITION: Insurance agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2005 ADDRESS: 3824 North Elm St, Ste 101, Greensboro NC 27455, United States DESCRIPTION: I assist clients with their fixed insurance needs. NAME: RENTAL HOME POSITION: Landlord NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 2017 Fernwood Dr, Greensboro NC 27408, United States DESCRIPTION: I hear from my property management company a few times a year. NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Kelly Logan'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®
Start date: 2008
Experience
Current
October 7, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 3824 North Elm St Ste 101, Greensboro, NC 27455RIA
CRD#: 283330
Greensboro, NC
Current
October 7, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 3824 North Elm St Ste 101, Greensboro, NC 27455BD
CRD#: 42046
Greensboro, NC
Past
June 29, 2023 - October 8, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
GREENSBORO, NC
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
GREENSBORO, NC
Past
September 20, 2019 - October 8, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
GREENSBORO, NC
Past
March 14, 2006 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
GREENSBORO, NC
Past
March 14, 2006 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
GREENSBORO, NC
Past
March 9, 2006 - March 20, 2006
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
March 8, 2006 - March 20, 2006
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
GREENSBORO, NC
Past
May 5, 2005 - March 3, 2006
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
GREENSBORO, NC
Past
May 2, 2005 - March 3, 2006
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
November 3, 2004 - April 13, 2005
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
GREENSBORO, NC
Past
October 7, 2004 - April 13, 2005
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/7/2025)
RR
California(10/7/2025)
RR
Colorado(10/7/2025)
RR
Florida(10/7/2025)
RR
Georgia(10/7/2025)
RR
Illinois(10/7/2025)
RR
Minnesota(10/7/2025)
RR
Nevada(10/7/2025)
IAR
North Carolina(10/7/2025)
RR
North Carolina(10/10/2025)
RR
Ohio(10/7/2025)
RR
South Carolina(10/7/2025)
RR
Tennessee(10/7/2025)
RR
Texas(10/7/2025)
IAR
Texas(10/7/2025)
RR
Virginia(10/7/2025)
RR
Washington(10/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Greensboro, NC 27455TRUST BUT VERIFY
Monitor Matthew Logan
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
