Jeffery J. Sutton

LOGAN PARK WEALTH MANAGEMENT

Minneapolis, MN 55402

Some features on this profile are disabled

CRD#: 4837117

Professional summary

Jeffery James Sutton, CFP®, CIMA®, who also goes by Jeffrey James Sutton, is a registered financial advisor currently at LOGAN PARK WEALTH MANAGEMENT located in Minneapolis, Minnesota.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffery has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey James Sutton

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.

1. Business Ownership; RMB Skyway LLC; Owner; This LLC is the legal entity that holds the lease for the space I rent for my Financial Planning practice.; Minneapolis, MN; July 2011; 0 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery James Sutton's CRS (Customer Relationship Summary).

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: 2011

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 29, 2019 - Present

LOGAN PARK WEALTH MANAGEMENT

Office #1: 121 S. 8th Street Suite 1110, Minneapolis, MN 55402

RIA

CRD#: 299007

Minneapolis, MN

Past

July 17, 2012 - April 3, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

March 7, 2007 - October 11, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

October 20, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 20, 2004 - April 3, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

LOGAN PARK WEALTH MANAGEMENT

LOGAN PARK WEALTH MANAGEMENT | LPWM LLC

CRD#: 299007 / SEC#: 801-114689

RIA

Registered Investment Advisory firm - (7/26/2019 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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/29/2019)

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

State Security Law Exam

IAR

Series 66

Date: 10/29/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/2004

General Securities Representative Examination

Current Firm

LOGAN PARK WEALTH MANAGEMENT

LOGAN PARK WEALTH MANAGEMENT | LPWM LLC

CRD#: 299007 / SEC#: 801-114689

RIA

Registered Investment Advisory firm - (7/26/2019 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

121 S. 8th Street Suite 1110, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 315-2105

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LOGAN PARK DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (9/3/2025)

Regulatory assets under management

Total Number of Accounts	1,361
AUM (Assets Under Management)	$ 376,320,625

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.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffery J. Sutton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery James Sutton's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LOGAN PARK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/19/2004

Current Firm

LOGAN PARK WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LOGAN PARK WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors