Advisor at Primerica Advisors
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Location
Silver Bay, MN
Credentials
Series 66
Industry experience
2 years
Logan Fischer is a financial advisor with Primerica Advisors based in Silver Bay, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of advising, he co-owns a bowling alley and a fitness business with his wife and serves as a board member for Best of the North Shore. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm employs a variety of investment strategies and account services, managing approximately $15 billion in regulatory assets.
Based on Primerica Advisors
Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)
Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.
Hourly financial planning or consulting fees generally range from $100 to $500 per hour.
Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.
Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.
Silver Bay, MN
Arizona · Arkansas · California · Minnesota · Missouri · Texas
Guardian Life Insurance Company
2024 - Present (2 years)
Park Avenue Securities
2024 - Present (2 years)
Park Avenue Securities
2024 - 2024 (1 year)
Guardian Life Insurance Company
2024 - 2024 (1 year)
Park Avenue Securities
2023 - 2024 (1 year)
Guardian Life Insurance Company
2023 - 2024 (1 year)
Foster Klima & Company
2022 - 2023 (1 year)
Minnesota Power
2021 - 2022 (1 year)
Superior Water Light & Power
2016 - 2021 (5 years)
Minnesota Power
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Beaver Bay, MN
Thrivent Investment Management
Gregory Hanson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013. Hanson serves as secretary on the board of the Finland Minnesota Historical Society and is an at-large board member of the New Horizons Foundation, USA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations across various planning topics without portfolio management or discretionary trading authority.
Series 66
Beaver Bay, MN
Thrivent Investment Management
Rebekah Backman is a Series 66-licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management. She previously worked at Greg Hanson Financial and has experience with nonprofit and church organizations, including Emmanuel Covenant Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing comprehensive, goal-based financial planning without discretionary trading authority.
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