Logan Voelker, CFP®

Logan voelker, cfp®

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location of Logan Voelker, CFP®Dallas, Texas, United States
Followers of Logan Voelker, CFP®919 followers
  • Timeline

  • About me

    Vice President - Investment Solutions at B. Riley Wealth

  • Education

    • University of minnesota-twin cities

      2008 - 2012
      Bachelor of arts (b.a.)

      Activities and Societies: Phi Kappa Psi Fraternity, Order of Omega

  • Experience

    • Noble royalties, inc.

      May 2013 - Sept 2014
      Business development associate
    • Resource royalty llc

      Nov 2014 - Jun 2015
      Business development manager
    • Megatel capital investment

      Sept 2015 - Jun 2016
      Business development & operations director
    • Williams financial group

      Jun 2016 - Jul 2017
      Product manager
    • National securities corporation

      Jul 2017 - Jul 2022

      National Securities Corporation was acquired by B. Riley in July 2022.

      • Vice President - Investment Solutions

        Apr 2021 - Jul 2022
      • AVP - Investment Solutions

        Jul 2017 - Apr 2021
    • B. riley wealth management

      Apr 2021 - now

      Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures. Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.

      • Senior Vice President - Director of Investment and Advisory Platforms

        Mar 2024 - now
      • Vice President - Investment Solutions

        Apr 2021 - Mar 2024
  • Licenses & Certifications

    • Certified financial planner (cfp)

      Cfp board
      Jun 2019