LS
Logan W. Sanders
SANDERS RETIREMENT PLANNING LLC
Omaha, NE 68102
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CRD#: 6805792
LS
Professional summary
Logan Wesley Sanders is a registered financial advisor currently at SANDERS RETIREMENT PLANNING LLC located in Omaha, Nebraska.
Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Logan has worked at 2 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.
Business Name: Sanders ATA Martial Arts Investment-related Business: No Business Address: 2703 E Kanesville Blvd, Council Bluffs, IA 51503 Nature of the Business: Martial Arts Instruction Position: Instructor Relationship: Employee Relationship Start Date: 07/2008 Number of Hours per Month Devoted: 5 Number of Hours per Month Devoted During Securities Trading Hours: 0 Duties: Instruct martial arts classes Logan Sanders is registered as an insurance agent so that he can provide insurance analysis and recommendations to clients of Sanders Retirement Planning LLC. Mr. Sanders spends less than five percent of his time on insurance activities. Although Mr. Sanders is registered as an insurance agent, we have made the decision that he does not and will not "sell" insurance products to clients and will therefore never earn commissions or any other economic incentives for selling/recommending insurance products. This policy has been implemented and designed to avoid the conflicts of interest that arise when an investment adviser representative that is also registered as an insurance agent sells insurance products for his or her own economic benefits and not based solely on the client's interests. To the extent Mr. Sanders thinks you should purchase insurance, he can recommend a third-party insurance agent or company for you to consider. You are under no obligation to implement any insurance transaction through an insurance agent or company we recommend and can use any insurance company of your choice. You are encouraged to inquire about the compensation arrangements related to insurance products. You should carefully evaluate any insurance recommendation you receive and consider whether to obtain a second opinion from a third party.
CRS (Client Relationship Summary) - RIA
Click below to view Logan Wesley Sanders'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®
NoneExperience
Current
December 3, 2024 - Present
SANDERS RETIREMENT PLANNING LLC
Office #1: 1299 Farnam St Ste 300, Omaha, NE 68102RIA
CRD#: 333590
Omaha, NE
Past
May 5, 2022 - February 1, 2025
CALLAHAN FINANCIAL PLANNING
RIA
CRD#: 314571
OMAHA, NE
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
California(1/2/2025)
IAR
Iowa(12/3/2024)
IAR
Nebraska(12/4/2024)
IAR
Texas(8/22/2025)
Current Firm
SR
SANDERS RETIREMENT PLANNING LLC
SANDERS RETIREMENT PLANNING | SANDERS RETIREMENT PLANNING LLC
CRD#: 333590 / SEC#:
California
Registered Investment Advisory firm - (1/1/2025 Approved)Iowa
Registered Investment Advisory firm - (11/12/2024 Approved)Nebraska
Registered Investment Advisory firm - (11/18/2024 Approved)Texas
Registered Investment Advisory firm - (8/4/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1299 Farnam St. Ste 300, Omaha, NE 68102
Mailing Address
Phone number
(402) 933-4101
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 245 |
| AUM (Assets Under Management) | $ 54,473,232 |
Red Flags
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Company Information
SANDERS RETIREMENT PLANNING LLC
CRD#: 333590Omaha, NE 68102TRUST BUT VERIFY
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