Logan Morrison
Advisor at Ameriprise — Schaumburg, IL E Woodfield Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Schaumburg, IL 60173
Ameriprise
Institution
Logan Morrison is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at Medline Industries LP, Pure Processing, and Morgan Stanley. Morrison’s background also includes academic and secondary education roles. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Schaumburg, IL E Woodfield Rd
1375 E Woodfield Rd Ste 750
Schaumburg IL 60173
Advisors at this office
8
Illinois
< 1 year of industry experience
Ameriprise
2025 - Present • 1 year
Schaumburg, IL
Medline Industries LP
2021 - 2025 • 4 years
Northfield, IL
Pure Processing
2019 - 2019 • 1 year
Carol Stream, IL
Morgan Stanley
2018 - 2018 • 1 year
Oak Brook, IL
University of Illinois Urbana-Champaign
2017 - 2021 • 4 years
Urbana, IL
Glenbard West High School
2013 - 2017 • 4 years
Glen Ellyn, IL
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