Logan Ben

STACKSTONE WEALTH | Financial Advisor

DUBUQUE, IA 52003

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CRD#: 7056428

Professional summary

Logan Ben, CFP®, who also goes by Logan Michael Ben, is a registered financial advisor currently at STACKSTONE WEALTH, LLC located in Dubuque, Iowa.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Logan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Min. Asset: Under $50K

Services Offered

Retirement Planning

Investment Management

Cashflow & Budgeting

Aliases

Logan Michael Ben

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.

1. REAL ESTATE OWNERSHIP-LOT/LAND; NOT INVESTMENT RELATED; 34235 LANDAU RD, COLESBURG, IA 52035; REAL ESTATE OWNER; 05/19/2023; HOURS AS NEEDED; OWNERSHIP DUTIES. 2. INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 06/2020; HOURS AS NEEDED TO SERVICE CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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: 2021

Experience

Current

June 24, 2026 - Present

STACKSTONE WEALTH, LLC

Office #1: 6601 Boulder Brook Court, Dubuque, IA 52003

RIA

CRD#: 342692

DUBUQUE, IA

Past

June 16, 2020 - June 30, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Dubuque, IA

Past

August 30, 2019 - June 30, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Dubuque, 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
(6/24/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 11/26/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 8/30/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 6/21/2019

Securities Industry Essentials Examination

Current Firm

STACKSTONE WEALTH, LLC

STACKSTONE WEALTH, LLC | WEST STATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 342692 / SEC#: 801-136461

RIA

Registered Investment Advisory firm - (6/10/2026 120-Day Approval)

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Contact information

Main Address

6601 Boulder Brook Court, Dubuque, IA 52003

Mailing Address

Phone number

(563) 552-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - STACKSTONE WEALTH, LLC (6/24/2026)

Red Flags

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Logan Ben

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STACKSTONE WEALTH, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 11/26/2019

Series 7TO

Passed: 8/30/2019

SIE

Passed: 6/21/2019

Current Firm

STACKSTONE WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

STACKSTONE WEALTH, LLC

TRUST BUT VERIFY

Contact information

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