Logan Dimitrie
Investment adviser representative at Center for Financial Planning Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2026 to now
- Raymond James Financial Services, Inc.Mar 2026 to now
- Center for Financial Planning Inc.Jan 2022 to now
- Raymond James and AssociatesDec 2018 to Jan 2022
- Walsh CollegeSep 2018 to Sep 2021
- American HouseFeb 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Center for Financial Planning Inc
$2BAssets managed
1,496Clients
17Advisers
20 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
- 7051914
- Firm CRD
- 109599