Logan Sheley
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Logan Sheley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbJun 2026 to now
- Charles Schwab & Co., Inc.May 2024 to now
- Mwa Financial Services IncJul 2022 to Feb 2024
- Modern Woodmen of AmericaJun 2022 to Jul 2022
- Chicago's PizzaSep 2021 to Jun 2022
- UnemployedDec 2020 to Aug 2021
- Mount Pleasant Christian ChurchOct 2018 to Nov 2020
- Full-time StudentAug 2018 to May 2022
- Full-time StudentAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7595363
- Firm CRD
- 5393