Logan Gregory Klug
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2024 to now
- Sunnyhill FinancialDec 2023 to May 2024
- Core PlanningNov 2023 to May 2024
- Arnold InsuranceOct 2023 to May 2024
- Equitable Advisors, LLCJan 2023 to Nov 2023
- Prosperity Home MortgageNov 2022 to Jan 2023
- Handshake Home LoansAug 2022 to Nov 2022
- The Valley LendingMar 2022 to Aug 2022
- Sunnyhill FinancialAug 2021 to Mar 2022
- Handshake Home LoansJul 2020 to Aug 2021
- Jfq LendingDec 2018 to Jul 2020
- Quicken LoansOct 2017 to Dec 2018
- Paramount Equity MortgageJul 2017 to Oct 2017
- Ethos LendingMay 2017 to Jul 2017
- Forthright FundingOct 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 5786067
- Firm CRD
- 104555