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Logan Christopher Spaw

Advisor at Three Sixty — Harrison, AR

Updated today

Credentials

Series 66

Experience

12 years

Location

Harrison, AR

Three Sixty logo

Three Sixty

Team

Total advisors

5

Across 3 offices

Clients per advisor

37 Low

Avg AUM per client

$1,021,993 Typical

HNW client ratio

29% Typical

About

Logan Spaw is a financial advisor at Three Sixty with 12 years of industry experience and holds a Series 66 designation. His prior work history includes roles at Stone Financial and Wealth Advisors, Reframe Wealth, Pensionmark Financial Group, WealthPath Investment Advisors, and CWM, LLC. Outside of his advisory role, he is involved in a parking lot maintenance business in Harrison, Arkansas. Three Sixty provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines discretionary investment management, financial planning, and custom business consulting with a focus on long-term, fundamental analysis-based portfolio construction and advanced planning services.

Client services

Based on Three Sixty

Financial planning Portfolio management Pension consulting Cutstom and business consulting services

Expertise

Based on Three Sixty

Roth conversion strategy Social Security optimization Retirement income strategy Business exit / sale strategy Business succession planning

Occupation focus

Based on Three Sixty

Founder/Business Owner

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Fee options

Fixed

Custom and business consulting fees are individually negotiated based on scope of work

Percentage

Up to 1.50% annually (negotiable based on factors such as asset level, complexity, and overall relationship)

Commissions

Insurance product commissions through affiliate 360 Insurance

Other

Account minimum: $1,000,000

Location

See office

Harrison, AR

Harrison AR

Advisors at this office

1

Most active in

Arkansas · Illinois · Texas

Work history

12 years of industry experience

CWM, LLC

2024 - 2024 • 1 year

Omaha, NE

Three Sixty Wealth Management, LLC

2020 - Present • 6 years

Harrison, AR

WealthPath Investment Advisors

2019 - 2020 • 1 year

Little Rock, AR

Pensionmark Financial Group

2019 - 2020 • 1 year

Santa Barbara, CA

AE Wealth Management, LLC

2019 - 2019 • 1 year

Topeka, KS

Reframe Wealth, LLC

2018 - 2020 • 2 years

Harrison, AR

Stone Financial and Wealth Advisors, LLC

2013 - 2019 • 6 years

Harrison, AR

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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Jeffrey F

Series 66

Harrison, AR

Fountain Financial & Tax

Jeffrey Fountain is the principal of Fountain Financial & Tax, an independent advisory firm, and holds a Series 66 designation with 20 years of industry experience. He previously worked at Veritas Independent Partners, LLC for 12 years and operated Fountain Financial Tax Services for 20 years. In addition to his advisory role, he is licensed to sell life, long-term care, and health insurance in Arkansas and remains active in tax preparation, bookkeeping, and payroll services through his separate business. Fountain Financial & Tax provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, combining investment management with affiliated tax, legal, and insurance services. The firm manages portfolios using fundamental analysis and maintains quarterly reviews, incorporating strategies such as derivative instruments and tax-loss harvesting.

Options & derivatives strategies Tax-loss harvesting Real estate investing
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David S

Series 63, Series 65

Harrison, AR

Stone Financial

David Stone is the sole advisor at Stone Financial in Harrison, Arkansas, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Stone Financial and related entities since 2005. Outside of his advisory role, he is involved as an owner and president of a real estate business and works as an independent insurance agent. Stone Financial is an independent registered investment adviser serving individual and business clients with portfolio management, financial planning, and advisory consulting. The firm customizes portfolios according to client goals and risk tolerance, utilizes proprietary model portfolios primarily focused on mutual funds and ETFs, and is affiliated with an accounting and tax firm under common ownership.

Wealth management
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Maurice T

Series 66

Harrison, AR

Deep Roots Capital

Maurice Taylor is a financial advisor at Deep Roots Capital with 17 years of industry experience. He holds a Series 66 designation and has been with Deep Roots Capital since 2016. Deep Roots Capital provides investment advice and asset management to individuals, high-net-worth clients, pension funds, endowments, and businesses, offering discretionary portfolio management through model portfolios, ongoing monitoring, and financial consulting. The firm’s investment approach combines fundamental analysis with factor-tilted indexing, low-turnover value strategies, and a macro balanced strategy that adjusts by economic regime.

Factor investing / smart beta Active portfolio management Multi-generational wealth transfer
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Christopher M

Series 63, Series 66

Harrison, AR

Benjamin F. Edwards & Company, Inc.

Christopher Mcnew is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Benjamin F. Edwards since 2015, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Mcnew serves on the Board of Trustees for North Arkansas College and is an owner of Vine of Harrison, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Charles R

Series 63, Series 66

Harrison, AR

Benjamin F. Edwards & Company, Inc.

Charles Raney is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. He has worked at Benjamin F. Edwards since 2014, following previous roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a custodian for his grandchild. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory, offering both discretionary and non-discretionary managed solutions that combine proprietary and third-party strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Michelle S

Series 63, Series 65

Harrison, AR

Ameriprise

Michelle Swafford is a financial advisor at Ameriprise with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2019, she worked in healthcare roles at LHC Elite Home Health and North Arkansas Regional Medical Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on tax-aware withdrawal strategies and dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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