Logan Edward Bolin
Investment adviser representative at W.A. Smith Financial Group
8 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 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 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
8 years in the industry.
- W.A. Smith Financial GroupJul 2024 to now
- UnemployedApr 2024 to Jun 2024
- Fidelity InvestmentsNov 2023 to Mar 2024
- UnemployedJun 2023 to Oct 2023
- Rea & Associates, Inc.Jan 2023 to May 2023
- Ashland UniversityAug 2022 to Dec 2022
- Rea & Associates, Inc.Jan 2022 to Jul 2022
- Donald M Graham & Associates, Inc.May 2021 to Aug 2021
- Northwestern MutualMay 2019 to May 2020
- Ashland UniversityJul 2016 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
W.A. Smith Financial Group
Legal name: Great Lakes Retirement, Inc.
$1.2BAssets managed
1,669Clients
10Advisers
9 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
- 7092195
- Firm CRD
- 146608