LOGAN PARK WEALTH MANAGEMENT
Legal Name: LPWM LLC
Full Contact Details
LOGAN PARK WEALTH MANAGEMENT
121 S. 8TH STREET, SUITE 1110, MINNEAPOLIS, MN
(612) 338-5306
Other Info
LPWM LLC is a Minnesota-based wealth management firm with five employees, three of whom are advisors. The number of clients they serve is unknown, but they recently received 120-day approval from the SEC and registered on July 26, 2019.
Financial Planning — Logan Park Wealth Management
Comprehensive financial planning, retirement distribution planning, asset structuring, tax mitigation strategy, portfolio stress testing, trust services and management, IRA and 401k rollover analysis, tax loss harvesting, Roth conversions, business continuity and succession planning, charitable givi…
Direct Owners
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DAVID MATTHEW BENNING
MANAGING MEMBER / MANAGING PARTNER / CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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JEFFERY JAMES SUTTON
MANAGING MEMBER / MANAGING PARTNER owns more than 50% but less than 75%