LG
Logan Guest
MINNEAPOLIS, MN 55414
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CRD#: 7677616
LG
Logan Guest
Professional summary
Logan Guest was a registered financial advisor .
Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Logan had worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
July 1, 2026 - Present
Office #1: 1072 24th Ave Se Unit 1, Minneapolis, MN 55414
MINNEAPOLIS, MN
Past
May 23, 2024 - November 21, 2025
PIVOTAL WEALTH AND TAX
RIA
CRD#: 321023
PRESTON, MN
Past
February 7, 2023 - September 26, 2023
PIVOTAL WEALTH AND TAX
RIA
CRD#: 321023
ROCHESTER, MN
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
Minnesota(7/1/2026)
Current firm
No current employment
Red Flags
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Company Information
No current employment
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