LD
Logan M. Doup
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Mansfield, OH 44907
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CRD#: 7478159
LD
Professional summary
Logan Michael Doup is a registered financial advisor currently at WHITAKER-MYERS WEALTH MANAGERS, LTD. located in Mansfield, Ohio.
Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Logan has worked at 1 firm 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.
Started a Sole Proprietor hobby farm at the start of 2021. As of now I sell honey and garlic. Unfortunately, this past winter all of my bees died so I have very little honey for sales and after everything was finished made approximately 50-100 dollars. ?the name of the other business; Clearfork Valley Local Schools ?whether the business is investment-related; no ?the address of the other business; 987 OH-97 Bellville OH 44813 USA ?the nature of the other business; Middle school wrestling coach ?your position; Middle School Wrestling Coach ?title, or relationship with the other business; Middle School Wrestling Coach ?the start date of your relationship; 2024-11-12 ?the approximate number of hours/month you devote to the other business; 20 ?the number of hours you devote to the other business during securities trading hours; 20 ?and briefly describe your duties relating to the other business; Coach middle school wrestlers
CRS (Client Relationship Summary) - RIA
Click below to view Logan Michael Doup'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
January 14, 2022 - Present
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Office #1: 1485 Lexington Ave, Mansfield, OH 44907RIA
CRD#: 286093
Mansfield, OH
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".
WW
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD#: 286093 / SEC#: 801-118404
RIA
Registered Investment Advisory firm - (4/9/2020 Approved)Ohio
Registered Investment Advisory firm - (4/14/2020 Terminated)Texas
Registered Investment Advisory firm - (4/13/2020 Terminated)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
Louisiana(2/3/2025)
IAR
Ohio(1/14/2022)
IAR
Texas(3/25/2022)
Current Firm
WW
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD#: 286093 / SEC#: 801-118404
RIA
Registered Investment Advisory firm - (4/9/2020 Approved)Ohio
Registered Investment Advisory firm - (4/14/2020 Terminated)Texas
Registered Investment Advisory firm - (4/13/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1485 Lexington Ave., Mansfield, OH 44907
Mailing Address
Phone number
(330) 345-5000
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,041 |
| AUM (Assets Under Management) | $ 713,124,591 |
Red Flags
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Company Information
WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD#: 286093Mansfield, OH 44907TRUST BUT VERIFY
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