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Logan Mariel Bullard

Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Ameriprise Financial Services, LLCJan 2025 to now
  2. Fifth Third SecuritiesAug 2020 to Jan 2025
  3. Fifth Third BankFeb 2019 to Jan 2025
  4. Raymond James & Associates Inc.Feb 2018 to Feb 2019
  5. UnemployedSep 2017 to Feb 2018
  6. Fifth Third SecuritiesSep 2015 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

Ameriprise Financial Services, LLC

$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4701651
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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