Logan Ben
Investment adviser representative at Stackstone Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Logan Ben? Claim your profile
Contact this firm
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
- Pension consulting
Experience
10 years in the industry.
- Stackstone Wealth, LLCJun 2026 to now
- Ameriprise Financial Services, IncJan 2019 to Jun 2026
- Bodine ElectricMay 2018 to Aug 2018
- Minnesota FurnitureMay 2017 to Aug 2017
- Loras CollegeAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IA).
Stackstone Wealth, LLC
$0Assets managed
0Clients
19Advisers
Under 1 yearIn 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
- 7056428
- Firm CRD
- 342692