Logan David Kready
Investment adviser representative at Stewardship Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$545.2MFirm 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 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
11 years in the industry.
- Stewardship Advisors, LLCJun 2020 to now
- Pfm Asset Management LLCJan 2019 to Jun 2020
- BNY MellonJun 2018 to Aug 2018
- Sirius FacilitiesMay 2017 to Aug 2017
- University of PittsburghSep 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Stewardship Advisors, LLC
$545.2MAssets managed
687Clients
9Advisers
10 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
- 7114396
- Firm CRD
- 277099