Logan K. Haag

SEASON INVESTMENTS

COLORADO SPRINGS, CO 80903

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CRD#: 5485985

Professional summary

Logan Kiehl Haag, who also goes by Logan Haag, is a registered financial advisor currently at SEASON INVESTMENTS, LLC located in Colorado Springs, Colorado.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Logan has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Logan Haag

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.

SOLE PROPRIETOR INVESTMENT-RELATED 620 N Tejon St #202 Colorado Springs, CO 80903 INDEPENDENT LIFE INSURANCE AGENT 09/2019 5 hours/month, all during trading hours Facilitate the application and execution of life insurance policies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Kiehl Haag'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®

None

Experience

Current

August 28, 2020 - Present

SEASON INVESTMENTS, LLC

Office #1: 102 S Tejon St #750, Colorado Springs, CO 80903

RIA

CRD#: 158070

COLORADO SPRINGS, CO

Past

April 14, 2010 - June 30, 2010

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

COLORADO SPRINGS, CO

Past

August 8, 2008 - June 30, 2010

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

COLORADO SPRINGS, CO

Past

March 26, 2008 - July 3, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

COLORADO SPRINGS, CO

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".

SEASON INVESTMENTS, LLC

CRD#: 158070 / SEC#: 801-118924

RIA

Registered Investment Advisory firm - (6/12/2020 Approved)

California

Registered Investment Advisory firm - (3/18/2019 Terminated)

Colorado

Registered Investment Advisory firm - (8/16/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/2/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/7/2022)

IAR

Colorado
(8/28/2020)

IAR

Texas
(6/7/2022)

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 65

Date: 8/28/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/12/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/25/2008

General Securities Representative Examination

Current Firm

SEASON INVESTMENTS, LLC

CRD#: 158070 / SEC#: 801-118924

RIA

Registered Investment Advisory firm - (6/12/2020 Approved)

California

Registered Investment Advisory firm - (3/18/2019 Terminated)

Colorado

Registered Investment Advisory firm - (8/16/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/2/2013 Terminated)

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Contact information

Main Address

102 S Tejon St #750, Colorado Springs, CO 80903

Mailing Address

Phone number

(719) 528-8400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEASON INVESTMENTS, LLC ADV PART II (9/3/2025)

Regulatory assets under management

Total Number of Accounts	270
AUM (Assets Under Management)	$ 142,639,167

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.

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Logan K. Haag

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Kiehl Haag's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEASON INVESTMENTS, LLC

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

SEASON INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2020

Series 66

Date: 5/12/2008

Series 7

Date: 3/25/2008

Current Firm

SEASON INVESTMENTS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEASON INVESTMENTS, LLC

TRUST BUT VERIFY

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