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AL

Andrew P. Logue

FLETCHING ARROWS WEALTH MANAGEMENT LLC
LOVELAND, CO 80538
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CRD#: 6406025
AL

Professional summary


Andrew Phillip Logue, AIF®, who also goes by Andrew Logue, Drew Logue, is a registered financial advisor currently at FLETCHING ARROWS WEALTH MANAGEMENT LLC located in Loveland, Colorado.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Andrew Logue | Drew Logue

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)Fletching Arrows Financial LLC; Investment Related; Fort Collins, CO; Managing Member/Insurance Agent; Insurance Sales; 07/2017; Approximately 5% of time spent working on Fletching Arrows Financial LLC. 2)Financial Peace University; Investment Related; Fort Collins, CO; Coordinator; 01/2018; 5% of time spent on this activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Andrew Phillip 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®
AIF®

Experience


Current

September 22, 2017 - Present

FLETCHING ARROWS WEALTH MANAGEMENT LLC

Office #1: 1635 Foxtrail Drive, Loveland, CO 80538
RIA
CRD#: 289254
LOVELAND, CO
Past

April 26, 2016 - August 2, 2017

NAVIGATION WEALTH MANAGEMENT

RIA
CRD#: 282640
FORT COLLINS, CO
Past

September 17, 2015 - April 25, 2016

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
FORT COLLINS, CO
Past

October 15, 2014 - April 25, 2016

SPC

RIA
CRD#: 110692
FORT COLLINS, CO

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
Colorado
(9/22/2017)
IAR
Texas
(10/4/2019)
IAR
Wyoming
(1/11/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 3/2/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/15/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FA
FLETCHING ARROWS WEALTH MANAGEMENT LLC
FLETCHING ARROWS WEALTH MANAGEMENT LLC

CRD#: 289254 / SEC#:

Colorado
Registered Investment Advisory firm - (9/22/2017 Approved)
Texas
Registered Investment Advisory firm - (10/4/2019 Conditional Restricted)
Wyoming
Registered Investment Advisory firm - (1/5/2018 Approved)
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Contact information


Main Address
1635 Foxtrail Drive, Loveland, CO 80538
Mailing Address
Phone number
(970) 440-7941
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts505
AUM (Assets Under Management)$ 41,699,151

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


FLETCHING ARROWS WEALTH MANAGEMENT LLC

CRD#: 289254Loveland, CO 80538

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