LOGAN FALK
LOGAN FALK
About Me
Logan is a Financial Advisor with 16 years of experience currently serving the Greater Madison markets. Logan uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to pursue those goals.
Prior to joining the BMO Investment Services team, Logan received his Bachelor's degree in Business Administration from Cardinal Stritch University, and his MBA from the University of Wisconsin - Madison. Logan holds securities licenses 6, 7, 63, and 66, held through LPL Financial along with his Life, Accident & Health, and Variable Life/Variable Annuity insurance licenses.
Logan stays active in his community and is a current Ski Patroller for the Alpine Valley Ski and Golf Resort. Logan lives in Verona with his family and enjoys trail running, mountain biking, snowboarding and fishing.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management