Logan F. Bauer

PARAGON RETIREMENT PLANNING

TROY, MI 48083

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CRD#: 7547648

Professional summary

Logan Frederick Bauer, who also goes by Logan Bauer, is a registered financial advisor currently at PARAGON RETIREMENT PLANNING, INC. located in Troy, Michigan.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Logan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Logan Bauer

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 Frederick Bauer'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®

None

Experience

Current

August 22, 2025 - Present

PARAGON RETIREMENT PLANNING, INC.

Office #1: 50 W. Big Beaver Suite 410, Troy, MI 48083

RIA

CRD#: 284630

TROY, MI

Past

March 31, 2025 - July 11, 2025

FOGUTH WEALTH MANAGEMENT, LLC.

RIA

CRD#: 327434

Okemos, MI

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

Michigan
(8/22/2025)

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

State Security Law Exam

IAR

Series 65

Date: 3/31/2025

Uniform Investment Adviser Law Examination

Current Firm

PARAGON RETIREMENT PLANNING, INC.

CRD#: 284630 / SEC#:

Michigan

Registered Investment Advisory firm - (10/12/2016 Approved)

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Contact information

Main Address

200 East Big Beaver, Troy, MI 48083

Mailing Address

Phone number

(248) 457-4570

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 50,000,000

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.

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Firm Stability Insights

Logan F. Bauer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PARAGON RETIREMENT PLANNING, INC.

FOGUTH WEALTH MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2025

Current Firm

PARAGON RETIREMENT PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARAGON RETIREMENT PLANNING, INC.

TRUST BUT VERIFY

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