AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
LS

Logan Thomas Stelzner

PCM ENCORE
ASPEN, CO
·CRD# 6948648·8 years experience

Professional Summary

Logan Thomas Stelzner, who also goes by Logan Stelzner, is a registered financial advisor currently at PCM ENCORE, LLC located in Aspen, Colorado. Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Logan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Logan Stelzner

Blog Corner

Similar Advisors

Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
View profile
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
Kevin Thomas Dunn
Kevin Thomas Dunn

LPL FINANCIAL LLC

HELENA, MT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
Kevin Thomas Dunn
Kevin Thomas Dunn

LPL FINANCIAL LLC

HELENA, MT · CRD#

Contact Information

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

Similar Advisors

Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
Kevin Thomas Dunn
Kevin Thomas Dunn

LPL FINANCIAL LLC

HELENA, MT · CRD#

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.

Similar Advisors

Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
Kevin Thomas Dunn
Kevin Thomas Dunn

LPL FINANCIAL LLC

HELENA, MT · CRD#

Years of Experience

8 years in the financial services industry

Current & Past Employments

PCM ENCORE, LLC·CRD# 333127
RIA
520 E Cooper Ave. Ste. 7c, Aspen, CO 81611
August 5, 2026 - Present
EMPOWER ADVISORY GROUP, LLC·CRD# 112058
RIA
Denver, CO
April 26, 2022 - August 13, 2026
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
Greenwood Village, CO
May 30, 2018 - August 13, 2026

Similar Advisors

Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
Kevin Thomas Dunn
Kevin Thomas Dunn

LPL FINANCIAL LLC

HELENA, MT · CRD#

Current Firm

PE
PCM ENCORE, LLC

ENCORE | PCM ENCORE, LLC | ENCORE INVESTMENT

CRD#: 333127 / SEC#: 801-131243
RIA
Registered Investment Advisory firm - SEC (10/3/2024 Approved)

Contact Information

Main Address

520 E Cooper Ave. Ste. 7c, Aspen, CO 81611

Phone Number

(425) 214-1755

# of Employees

18

SEC notice filing (13 States and Territories)

Registered to provide investment advisory services in 13 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR PCM ENCORE, LLC (9/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

798

AUM (Assets Under Management)

$2,045,317,435

Similar Advisors

Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
Kevin Thomas Dunn
Kevin Thomas Dunn

LPL FINANCIAL LLC

HELENA, MT · CRD#

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.

Similar Advisors

Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
Kevin Thomas Dunn
Kevin Thomas Dunn

LPL FINANCIAL LLC

HELENA, MT · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PE
PCM ENCORE, LLC

ENCORE | PCM ENCORE, LLC | ENCORE INVESTMENT

CRD#: 333127 / SEC#: 801-131243
RIA
Registered Investment Advisory firm - SEC (10/3/2024 Approved)

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
Colorado
(8/5/2026)

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 Apr 2022About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2018About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2018About the Series 6 exam

Similar Advisors

Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
Kevin Thomas Dunn
Kevin Thomas Dunn

LPL FINANCIAL LLC

HELENA, MT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Logan Thomas Stelzner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
Kevin Thomas Dunn
Kevin Thomas Dunn

LPL FINANCIAL LLC

HELENA, MT · CRD#
LS
Follow Logan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required