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Logan Cole Queck

Logan Cole Queck

CFP®
TOTAL WEALTH
WEST DES MOINES, IA
·CRD# 6618196·10 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

10 years in the financial services industry

Current & Past Employments

TOTAL WEALTH·CRD# 328549
RIA
5550 Wild Rose Lane Suite 400, West Des Moines, IA 50266
October 4, 2023 - Present
INTEGRITY WEALTH MANAGEMENT LLC·CRD# 301088
RIA
Waukee, IA
May 15, 2019 - March 31, 2024
ROYAL FUND MANAGEMENT, LLC·CRD# 144434
RIA
West Des Moines, IA
September 6, 2016 - May 20, 2019
HORTER INVESTMENT MANAGEMENT, LLC·CRD# 119880
RIA
West Des Moines, IA
May 4, 2016 - August 18, 2016
ROYAL FUND MANAGEMENT, LLC·CRD# 144434
RIA
West Des Moines, IA
February 26, 2016 - April 21, 2016

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Current Firm

TW
TOTAL WEALTH

TOTAL WEALTH | TOTAL WEALTH, LLC

CRD#: 328549
Iowa
Registered Investment Advisory firm - Iowa (9/18/2023 Approved)

Contact Information

Main Address

5550 Wild Rose Lane Suite 400, West Des Moines, IA 50266

Phone Number

(515) 259-6369

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

117

AUM (Assets Under Management)

$20,800,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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;

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2016About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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Logan Cole Queck
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