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.

The advisor shows no other business activity.

Blog Corner

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^®

Certified Financial Planner

Start date: 2018

Experience

Current

October 4, 2023 - Present

TOTAL WEALTH

Office #1: 5550 Wild Rose Ln Ste 400, West Des Moines, IA 50266

RIA

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)

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: 2/17/2016

Uniform Investment Adviser Law Examination

Current Firm

TOTAL WEALTH

TOTAL WEALTH | TOTAL WEALTH, LLC

CRD#: 328549 / SEC#:

Iowa

Registered Investment Advisory firm - (9/18/2023 Approved)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 1,500,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Logan C. Queck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Cole Queck's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOTAL WEALTH

INTEGRITY WEALTH MANAGEMENT LLC

ROYAL FUND MANAGEMENT, LLC

HORTER INVESTMENT MANAGEMENT, LLC

ROYAL FUND MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2016

Current Firm

TOTAL WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TOTAL WEALTH

TRUST BUT VERIFY

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