Logan Thomas Wolfley
Investment adviser representative at Rea Financial
17 yearsExperience
2 statesRegistered in
$54.8MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Rea FinancialOct 2025 to now
- Rea Insurance GroupOct 2025 to now
- Triad Wealth Partners, LLCSep 2023 to Oct 2025
- Triad Partners, LLCJun 2022 to Oct 2025
- UnemployedAug 2021 to Jun 2022
- Ofg Financial Services, IncAug 2021 to Aug 2021
- Next Gen RestaurantJun 2018 to Aug 2018
- Bob Schwarz FinancialApr 2018 to Aug 2018
- Kansas State UniversityAug 2017 to May 2021
- Madison SecurityOct 2016 to May 2017
- University of MinnesotaAug 2016 to May 2017
- Wolfley's Lawn ServiceMar 2009 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Rea Financial
Legal name: Rea Financial, Inc
$54.8MAssets managed
146Clients
3Advisers
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
- 7421201
- Firm CRD
- 340696