Logan Alexander Shanks
Investment adviser representative at Osaic Institutions, Inc.
4 yearsExperience
2 statesRegistered in
$6.5BFirm assets
19 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
4 years in the industry.
- Osaic Institutions, Inc.Jun 2020 to now
- Infinex Investments, Inc.Dec 2018 to now
- AlerusFeb 2018 to now
- Alerus Securities CorporationFeb 2018 to Dec 2018
- Bank of America, N.A.Dec 2014 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith, IncorporatedNov 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MI, SC).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 6334064
- Firm CRD
- 35371