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Logan Ben

Logan Ben

WEST STATE WEALTH MANAGEMENT GROUP | Financial Advisor
DUBUQUE, IA 52003
Some features on this profile are disabled
CRD#: 7056428
Logan Ben
Logan BenWEST STATE WEALTH MANAGEMENT GROUP

Professional summary

Logan Ben, CFP®, who also goes by Logan Michael Ben, is a registered financial advisor currently at WEST STATE WEALTH MANAGEMENT GROUP, 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 Strategies
Investment Management
Cash Flow Management Strategies

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.
The advisor shows no other business activity.

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

WEST STATE WEALTH MANAGEMENT GROUP, 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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/21/2019
Securities Industry Essentials Examination

Current Firm

WS
WEST STATE WEALTH MANAGEMENT GROUP, 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
7 West State Street Suite 100, Sharon, PA 16146
Mailing Address
Phone number
(971) 371-3450
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A DISCLOSURE BROCHURE - WEST STATE WEALTH MANAGEMENT GROUP, LLC (5/11/2026)
0

Red Flags

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Company Information

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Financial AdvisorCRD#: 342692Dubuque, IA 52003

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Contact information

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