Logan B.

About Logan B.

My team focuses on building tailored comprehensive investment plans for businesses, trusts and high net-worth individuals. We collaborate with our clients to help decipher the correct risk tolerance, liquidity needs, and investment mix to help achieve their corresponding goals. I personally take pride in walking you through each of your financial phases in life. From planning, to investing, to protecting, and ultimately transitioning your wealth to the next generation, we want to be with you every step of the way. Feel free to reach out if you believe we can aid you in the pursuit of your financial goals.Outside of the office, you can find me hiking the hills or swimming in waterfalls in the surrounding areas with my wife, Jillian. Also, we are active members of the Church of Christ and are likely to be spotted at one of the locally owned restaurants or shops in Oklahoma City.This information is intended for use only by residents of Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Kansas, Michigan, Minnesota, Mississippi, Missouri, New Mexico, New York, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia. Please contact me by e-mail at l•••••••@lpl.com

Experience

1. Senior Wealth Manager

   IBC Bank

   Jan 2023 — Present · Oklahoma City, OK, US

   I oversee investment portfolio construction and management for 24 IBC Bank branches spanning across Oklahoma and Texas.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. IBC Bank and IBC Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using IBC Investment Services, and may also be employees of IBC Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, IBC Bank or IBC Investment Services. Securities and insurance offered through LPL or its affiliates are:· Not Insured by FDIC or Any Other Government Agency· Not Bank Guaranteed· Not Bank Deposits or Obligations· May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.