Logan Lippert

Investment Advisor Representative at Capital Strategies, Beyond Wealth

Role: Investment Advisor Rep at Capital Strategies, Beyond Wealth
Location: Albuquerque, NM, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Logan Lippert

Preparing for that next step in life isn’t always easy. My combination of experience…

Experience

Investment Advisor Rep
Capital Strategies, Beyond Wealth
Jun 2014 — Present

Education

UNM Anderson School of Management
Bachelor of Business Administration (BBA), Finance, General
2010 — 2013
Lamar Community College
Associate of Arts (AA), Business Administration and Management, General
2008 — 2010

Skills

Powerpoint
Banking
Leadership
Management
Public Speaking
Accounting
Sales
Retirement
Risk Management
Customer Service
Financial Reporting
Marketing
Microsoft Office
Disability Insurance
Corporate Finance
Retirement Planning
Social Media Marketing
Financial Services
Event Planning
Social Media
Finance

Contact information

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Work email
•••••@csomtx.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Capital Strategies, Beyond Wealth

Financial Services · 104 employees · Founded 2013 · Austin, Texas, United States

Knowledge is the key to a successful financial future. Our background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing I am licensed to sell insurance in TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10101 Reunion Pl ste 300 San Antonio, TX 78••••••••41

csomtx.com

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About Logan Lippert

Experience

Investment Advisor Rep

Education

UNM Anderson School of Management

Lamar Community College

Skills

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