Mylon Logan
Advisor at Capital Analysts
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.
Firm
Capital Analysts
Location
Marion, IN 46952
Credentials
Series 63, Series 65
Industry experience
27 years
About
Mylon Logan is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Investment since 2010 and has concurrently served at Aag Securities, Inc. and Grant County State Bank since 1998. Outside of his advisory roles, he serves as the treasurer and board member of Westview Wesleyan Church. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a variety of financial planning and portfolio management services through a combination of advisor consultation and programmatic management.
Client services
Based on Capital Analysts
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Capital Analysts
Tax-loss harvesting
Passive / index investing
Active portfolio management
ESG / Sustainable investing
Fee options
$0+: 1.55% maximum total annual fee for CAAMS Fidelity 403(b) Program (0.30% Capital Analysts management fee + 1.25% maximum Financial Advisor fee) $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Programs $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Model and Client Custom Portfolios (fee negotiable by individual Advisor)
Fee-only: Advisory fees based on a percentage of assets under management, negotiable up to maximums (e.g., 1.25% max for Financial Advisor Fee). No commissions.
Location
Grant County State Bank, 1717 West Kem Road
Marion, IN 46952
Most active in
Mylon L has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Lincoln Investment
2010 - Present (16 years)
Aag Securities, Inc.
1998 - Present (28 years)
Grant Co State Bank
1998 - Present (28 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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