Logan Lea

About Logan Lea

Logan is a Financial Planner at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron\'s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (20••••15)*. Creative Planning manages over 245 billion in combined assets under management and advisement as of July 1, 2023, for clients in all 50 states. Specialties Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

Experience

1. Financial Planner

   Creative Planning

   Mar 2021 — Present · Overland Park, KS, US

Education

• Kansas State University

  Bachelors, Finance and Financial Management Services

  2017 — 2019

• Johnson County Community College

  Associate's degree, Liberal Arts and Sciences/Liberal Studies

  2015 — 2016