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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LW

Logan T. Wolfley

REA FINANCIAL
ORLANDO, FL 34747
Some features on this profile are disabled
CRD#: 7421201
LW

Professional summary

Logan Thomas Wolfley is a registered financial advisor currently at REA FINANCIAL located in Orlando, Florida.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Logan has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Thomas Wolfley'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®
None

Experience

Current

April 20, 2026 - Present

REA FINANCIAL

Office #1: 7680 Universal Blvd Suite 620, Orlando, FL 34747
RIA
CRD#: 340696
ORLANDO, FL
Past

January 19, 2024 - November 11, 2025

TRIAD WEALTH PARTNERS, LLC

RIA
CRD#: 326523
LAWRENCE, KS
Past

October 4, 2023 - December 31, 2023

TRIAD WEALTH PARTNERS, LLC

RIA
CRD#: 326523
LAWRENCE, KS
Past

November 5, 2021 - May 17, 2022

COBLER CAPITAL MANAGEMENT, LLC

RIA
CRD#: 113556
SILVER LAKE, KS
Past

October 12, 2021 - May 17, 2022

OFG FINANCIAL SERVICES, INC.

RIA
CRD#: 23940
SILVER LAKE, KS
Past

September 15, 2021 - May 17, 2022

OFG FINANCIAL SERVICES, INC.

BD
CRD#: 23940
SILVER LAKE, KS

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
Texas
(4/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/8/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/15/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/20/2021
Securities Industry Essentials Examination

Current Firm

RF
REA FINANCIAL
REA FINANCIAL | REA FINANCIAL, INC

CRD#: 340696 / SEC#: 801-135745

RIA
Registered Investment Advisory firm - (4/20/2026 120-Day Approval)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7680 Universal Blvd Suite 620, Orlando, FL 34747
Mailing Address
Phone number
(407) 787-9700
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

REA FINANCIAL ADV PART 2A BROCHURE (4/16/2026)

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.

Company Information

REA FINANCIAL

CRD#: 340696Orlando, FL 34747

TRUST BUT VERIFY

Monitor Logan Wolfley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

SK
Scott KamenirAdvisorCheck Check Mark
WAYPOINT INTELLIGENCE, LLC
PR
CHAGRIN FALLS, OH
Nichole Demetria Raftopoulos
Nichole RaftopoulosAdvisorCheck Check Mark
NVEST FINANCIAL, LLC
IAR
RR
Portland, ME
AP
Antwan PalmerAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
Darien, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.