Logan T. Ross

CRANBROOK WEALTH MANAGEMENT

BLOOMFIELD HILLS, MI 48304

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CRD#: 6096636

Professional summary

Logan Thomas Ross, CFP® is a registered financial advisor currently at CRANBROOK WEALTH MANAGEMENT, LLC located in Bloomfield Hills, Michigan.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Logan has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.

Mr. Ross is independently licensed to sell insurance through various insurance agencies. Non-investment related. Minimal time spent each month on this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Thomas Ross'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: 2016

Experience

Current

January 20, 2016 - Present

CRANBROOK WEALTH MANAGEMENT, LLC

Office #1: 36330 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304

RIA

CRD#: 132058

BLOOMFIELD HILLS, MI

Past

April 21, 2015 - September 14, 2015

CIG ASSET MANAGEMENT, INC.

RIA

CRD#: 123609

SOUTHFIELD, MI

Past

April 1, 2015 - September 14, 2015

CIG SECURITIES

CRD#: 129864

SOUTHFIELD, MI

Past

May 14, 2014 - March 23, 2015

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

February 11, 2014 - March 23, 2015

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

MARLTON, NJ

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".

CRANBROOK WEALTH MANAGEMENT, LLC

CRANBROOK WEALTH MANAGEMENT, LLC | M&B CRANBROOK

CRD#: 132058 / SEC#: 801-66180

RIA

Registered Investment Advisory firm - (2/15/2006 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

Michigan
(1/20/2016)

IAR

Texas
(12/18/2024)

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: 5/12/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2014

General Securities Representative Examination

Current Firm

CRANBROOK WEALTH MANAGEMENT, LLC

CRANBROOK WEALTH MANAGEMENT, LLC | M&B CRANBROOK

CRD#: 132058 / SEC#: 801-66180

RIA

Registered Investment Advisory firm - (2/15/2006 Approved)

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Contact information

Main Address

36330 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 362-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (8/22/2025)

Regulatory assets under management

Total Number of Accounts	945
AUM (Assets Under Management)	$ 777,819,511

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
08/28/2024	Cover Page	Report
09/29/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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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Firm Stability Insights

Logan T. Ross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Thomas Ross's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIG ASSET MANAGEMENT, INC.

CIG SECURITIES

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CRANBROOK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2014

SIE

Date: 9/14/2015

Series 7

Date: 2/10/2014

Current Firm

CRANBROOK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CRANBROOK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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