Logan C. Queck
TOTAL WEALTH
West Des Moines, IA 50266
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CRD#: 6618196
Professional summary
Logan Cole Queck, CFP® is a registered financial advisor currently at TOTAL WEALTH located in West Des Moines, Iowa.
Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Logan has worked at 4 firms and has passed the Series 65 exam.
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.
Logan Queck is the owner of Everything Insurance, a licensed insurance agency, and is also separately licensed as an independent insurance agent. In this capacity, Mr. Queck may effect transactions in insurance products for clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned by Everything Insurance and/or Mr. Queck for insurance-related activities. This presents a conflict of interest because Mr. Queck may have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm. Logan Queck is Owner at Total Wealth Planning. Is the business investment related: No; Location of the business: 5550 Wild Rose Ln Ste 400 West Des Moines IA 50323; Description of the business: Total Wealth Planning is an accounting and consulting firm. We provide the following services to individual and business:- Accounting and Book keeping- Tax prep & Filing- Estate Plan Creation Consulting- Non Investment - Financial Planning- Fractional CFO services; Responsibilities Duties: Overseeing/managing/leading the team responsible for providing these services. ; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10;
CRS (Client Relationship Summary) - RIA
Click below to view Logan Cole Queck'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: 2018
Experience
Current
October 4, 2023 - Present
TOTAL WEALTH
Office #1: 5550 Wild Rose Ln Ste 400, West Des Moines, IA 50266RIA
CRD#: 328549
West Des Moines, IA
Past
May 15, 2019 - March 31, 2024
INTEGRITY WEALTH MANAGEMENT LLC
RIA
CRD#: 301088
WAUKEE, IA
Past
September 6, 2016 - May 20, 2019
ROYAL FUND MANAGEMENT, LLC
RIA
CRD#: 144434
West Des Moines, IA
Past
May 4, 2016 - August 18, 2016
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
West Des Moines, IA
Past
February 26, 2016 - April 21, 2016
ROYAL FUND MANAGEMENT, LLC
RIA
CRD#: 144434
West Des Moines, IA
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
Iowa(10/4/2023)
Current Firm
TW
TOTAL WEALTH
TOTAL WEALTH | TOTAL WEALTH, LLC
CRD#: 328549 / SEC#:
Iowa
Registered Investment Advisory firm - (9/18/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5550 Wild Rose Ln Ste 400, West Des Moines, IA 50266
Mailing Address
Phone number
(515) 259-6369
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 127 |
| AUM (Assets Under Management) | $ 1,500,000 |
Red Flags
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Company Information
TOTAL WEALTH
CRD#: 328549West Des Moines, IA 50266TRUST BUT VERIFY
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