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LF

Logan T. Fields

CONNECTED FINANCIAL STRATEGIES LLC
DORR, MI
Some features on this profile are disabled
CRD#: 7769115
LF

Professional summary

Logan Thomas Fields, who also goes by Logan Fields, is a registered financial advisor currently at CONNECTED FINANCIAL STRATEGIES LLC located in Dorr, Michigan.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Logan has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Logan Fields

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 Fields'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

February 25, 2026 - Present

CONNECTED FINANCIAL STRATEGIES LLC

RIA
CRD#: 340449
DORR, MI
Past

December 12, 2023 - March 3, 2026

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
DORR, MI
Past

November 14, 2023 - March 3, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
DORR, MI
Past

June 15, 2023 - October 20, 2023

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Grand Rapids, 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
(2/25/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/9/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/13/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/13/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/24/2020
Securities Industry Essentials Examination

Current Firm

CF
CONNECTED FINANCIAL STRATEGIES LLC
CONNECTED FINANCIAL STRATEGIES LLC

CRD#: 340449 / SEC#:

Michigan
Registered Investment Advisory firm - (2/6/2026 Approved)
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Contact information

Main Address
Allendale, MI
Mailing Address
Phone number
(616) 607-4681
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

CONNECTED FINANCIAL STRATEGIES LLC

CRD#: 340449Dorr, MI

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