Chip Logan Email & Phone Number
Senior Plan Consultant, Retirement Plan Services @ CLA (CliftonLarsonAllen)
Chip Logan's Location
Denver, Colorado, United States
Chip Logan's Work
- Senior Plan Consultant, Retirement Plan Services @ CLA (CliftonLarsonAllen)
- Senior Vice President for Mesirow Retirement Advisory Services @ Felsen Consulting, LLC
- Founder and Managing Principal @ RetireAssist
- Vice President, Retirement Solutions Specialist @ Merrill Lynch
- Executive Director, Head of Mountain Regional Consulting Center @ New York Fitness
- Senior Vice President, National Sales Manager - Estate Planning, Insurance and Trust @ Wells Fargo
- National Sales Manager, Independent Distribution @ John Hancock Financial Services
- Vice President, Western Regional Sales Manager; Manager of Broker Dealer Relationships @ ING Nederland
- Regional Life Consultant @ Pacific Life
- Financial Advisor @ Self Employed - Financial Services
Chip Logan's Education
- College of Financial Planning
Certified Financial Planner, CFP(R); Certified Retirement Plan Specialist, CRPS(R) (Financial Planning and ERISA Retirement Planning)
2008 - 2011 - The American College
Chartered Financial Consultant, ChFC (R), Chartered Life Insurance Underwriter, CLU (R) (Financial, estate and insurance planning)
1989 - 1992 - University of Colorado at Boulder
Bachelor of Arts (BA) (Economics and Communications)
1984 - 1988
- Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC
Chip Logan's Skills
- Estate Planning
- Series 63
- Non Qualified Deferred
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- 401k
- Retirement Plan Consulting
- Financial Services
Chip Logan's Summary
Chip Logan, based in Denver, Colorado, United States, is currently a Senior Plan Consultant, Retirement Plan Services at CLA (CliftonLarsonAllen), bringing experience from previous roles at Mesirow Financial, RetireAssist, Merrill Lynch and UBS. Chip Logan holds a 2008 - 2011 Certified Financial Planner, CFP(R); Certified Retirement Plan Specialist, CRPS(R) in Financial Planning and ERISA Retirement Planning @ College of Financial Planning. With a robust skill set that includes Estate Planning, Series 63, Non Qualified Deferred, Insurance, Retirement Planning and more, Chip Logan contributes valuable insights to the industry. Chip Logan has 3 emails on RocketReach.
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