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Logan Keith Mitchell

Advisor at HBKS Wealth Advisors — Erie, PA Colonial Ave

Updated today

Credentials

Series 65

Experience

1 year

Location

Erie, PA 16506

HBKS Wealth Advisors logo

HBKS Wealth Advisors

Multi-team

Total advisors

73

Across 11 offices

Clients per advisor

101 Very High

Avg AUM per client

$941,355 High

HNW client ratio

22% Typical

About

Logan Mitchell is a financial advisor at HBKS Wealth Advisors in Erie, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at HBK Sorce Insurance LLC and Aldi, among others. He is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional investors, offering personalized investment management and financial planning. The firm utilizes a range of strategies across multiple platforms and provides services including pension consulting and a dedicated high-net-worth service branded as Level 3.

Client services

Based on HBKS Wealth Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Based on HBKS Wealth Advisors

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy

Occupation focus

Based on HBKS Wealth Advisors

Founder/Business Owner Executive

Demographic focus

Based on HBKS Wealth Advisors

HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals

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Fee options

Fixed

Financial planning fixed fees typically range from $500 to $20,000; high net worth services may be charged fixed fees.

Percentage

$0+: Up to 2.75% annually, tiered discounts apply but full tier breakdown not specifically detailed in brochure N/A - N/A: Fees may be negotiated or discounted based on several factors including account size, related accounts, complexity, etc.

Commissions

Clients may engage HBKS representatives as registered representatives of a broker-dealer to purchase products on a commission basis; commissions vary and may include 12b-1 fees and referral fees for investment banking services.

Project-based

Financial planning hourly fees typically range from $100 to $500 per hour; asset acquisition and sale consulting may also be charged hourly.

Other

Fee-only: Financial planning fixed fees ranging from $500 to $20,000; hourly fees $100 to $500 per hour; ongoing fixed annual fees starting at $500; percentage of assets under advisement up to 2.75%

Location

See office

Erie, PA Colonial Ave

2725 Colonial Ave

Erie PA 16506

Advisors at this office

20

Most active in

Pennsylvania

Work history

1 year of industry experience

HBK Sorce Insurance LLC

2025 - Present • 1 year

Canfield, OH

HBKS Wealth Advisors

2024 - Present • 2 years

Erie, PA

Aldi

2021 - 2024 • 3 years

Erie, PA

Penn State Behrend

2020 - 2024 • 4 years

Erie, PA

Cheryl Mitchell Insurance

2019 - 2024 • 5 years

Erie, PA

General McLane High School

2016 - 2020 • 4 years

Erie, PA

Landscaping Company

2016 - 2020 • 4 years

Erie, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John M

Series 63, Series 65

Erie, PA

Marsden Capital Management, LLC.

John Marsden is the sole advisor at Marsden Capital Management, LLC, an independent registered investment adviser based in Erie, PA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Marsden has been with Marsden Capital Management since 1992 and also affiliated with JRM Securities during the same period. Marsden Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm develops individualized investment plans based on client goals, time horizons, and risk tolerance, utilizing a range of securities and conducting regular account reviews.

Passive / index investing
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Harry E

Series 63, Series 65

Erie, PA

Evanoff Financial Advisors

Harry Evanoff is the sole advisor at Evanoff Financial Advisors in Erie, PA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led his firm since 2003 and previously worked at Securities Service Network, Inc. for 17 years. Outside of his advisory role, Evanoff serves as president of the Baer Beach Association in Erie. Evanoff Financial Advisors provides discretionary portfolio management primarily for individual clients, including high-net-worth individuals and charitable organizations. The firm combines market timing with insurance brokerage services and manages approximately $20.5 million in client assets.

Wealth management
user avatar

Ryan W

CFP®, ChFC®, Series 66

Erie, PA

Elite Life Management LLC

Ryan Williams is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Elite Life Management LLC and has prior experience with Bank of America and Merrill Lynch. Outside of his advisory role, he is a published author of a personal book about travel and a silent partner in an athletic training facility. Elite Life Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered advisers, using a fundamental, generally long-term investment approach tailored to client needs.

Wealth management Private / alternative investments Tax-loss harvesting Professional Athlete Founder/Business Owner
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Russell M

Series 65

Erie, PA

Robbins Wealth Management

Russell Merwick is a financial advisor at Robbins Wealth Management in Erie, PA, holding a Series 65 designation with 11 years of industry experience. He has been with Robbins Wealth Management since 2014. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses by offering portfolio management, financial planning, and additional services such as tax preparation and trust accounting. The firm employs a strategic asset allocation approach supplemented by tactical investments in equities, fixed income, and options, managing a large asset base with a three-advisor team.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy
user avatar

Michael B

CFA®

Erie, PA

Bishop & Company Investment Management, LLC

Michael Bishop is a CFA charterholder and principal at Bishop & Company Investment Management, LLC in Erie, PA, with 22 years of industry experience. He has been with Bishop & Company since 2008. Bishop & Company serves individual and high-net-worth clients as well as plan sponsors of participant-directed retirement plans. The firm employs a long-term, asset-allocation–based approach emphasizing diversification, tax-aware implementation, and periodic rebalancing, managing approximately $387 million in discretionary assets across nearly 200 client relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting Founder/Business Owner Retired
user avatar

Michael B

CFP®

Erie, PA

Bishop & Company Investment Management, LLC

Michael Bishop is a CFP® professional with two years of experience and is currently affiliated with Bishop & Company Investment Management, LLC in Erie, PA. His prior work includes roles at MacDonald, Illig, Jones & Britton LLP and Case Western Reserve University School of Law. Bishop & Company Investment Management, LLC is a fee-only, SEC-registered adviser serving individual investors, including high-net-worth households, and participant-directed retirement plan sponsors. The firm employs a long-term, goal-focused investment strategy emphasizing broad diversification through low-cost ETFs and no-load mutual funds, offering discretionary portfolio management and advisory services for qualified retirement plans.

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting Founder/Business Owner Retired
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