Logan Burns Email & Phone Number
Private Wealth Lead Advisor @ Midwest Financial Planning Group
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Logan Burns Location
- Findlay, OH, US
Logan Burns Work
- 2025 -now Private Wealth Lead Advisor @
- 2022 -2025 Associate Wealth Management Advisor - Reineke and Roush Financial Planning Group @
- 2019 -2022 Director of Insurance Operations - Roush and Reineke Financial Planning Group @
- 2017 -2019 Director of Financial Planning - Scheeler Financial @
- 2013 -2018 Trainer, Server @
- 2016 -2017 Financial Services Analyst @
- 2016 -2016 PMD Program- Financial Advisor @
- 2014 -2016 Financial Representative @
Logan Burns Education
- Wright State University
Bachelor of Science (B.S.) (Finance and Financial Management Services)
2011-2016 - Sidney High School
General Studies (High School Diploma)
2006-2010
Logan Burns Skills
- Customer Service
- Sales
- Microsoft Office
- Time Management
- Leadership
- Management
- Microsoft Excel
- Teamwork
- Microsoft Word
- Finance
- Social Networking
- Public Speaking
- PowerPoint
- Social Media
- Personal Communication
- Sales Management
- Independence
- Bloomberg Terminal
- Bloomberg Software
- Event Planning
- Financial Analysis
- Strategic Planning
- Financial Statement Analysis
- Microsoft PowerPoint
- Financial Services
- Communication
- Financial Planning
- Economics
- Account Management
- Public Relations
- Life Insurance
- Due Diligence
- Financial Modeling
- Investments
- Wealth Accumulation
- Financial Reporting
- Client Services
- Client-focused
- Business Development
- Quantitative Risk Analysis
- Strategy
- Client Focused
Logan Burns Summary
- Logan Burns, based in Findlay, OH, US, is currently a Private Wealth Lead Advisor at Midwest Financial Planning Group. Logan Burns brings experience from previous roles at Northwestern Mutual and BRAVO BRIO Restaurant Group. Logan Burns holds a 2011 - 2016 Bachelor of Science (B.S.) in Finance and Financial Management Services @ Wright State University. With a robust skill set that includes Customer Service, Sales, Microsoft Office, Time Management, Leadership and more. Logan Burns has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Midwest Financial Planning Group Employees
Logan Burns
Private Wealth Lead Advisor
Findlay, OH, US
J.j. Preston
Director of Business Development
Findlay, OH, US
Aaron Roush
Private Wealth Advisor and Co-Founder
Findlay, OH, US
Charles Webb
Marketing Specialist
Findlay, OH, US
Jeremy Haselman
Partner and Financial Advisor
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Christopher Fahim
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John Kidd
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Melissa Greer
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