Matthew Kelly Logan
Investment adviser representative at Kestra Advisory Services, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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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
Experience
20 years in the industry.
- Kestra Advisory Services, LLCOct 2025 to now
- Kestra Investment Services, LLCOct 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Oct 2025
- Tmrw WealthNov 2022 to Oct 2025
- Cetera Wealth Services, LLCSep 2019 to Oct 2025
- Summit Financial Group IncMar 2006 to May 2021
- Summit Brokerage Services IncMar 2006 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 4823102
- Firm CRD
- 283330