Logan Park Wealth Management logo

Logan Park Wealth Management

Updated today

Client assets under management

$453,036,791

Clients

408

26% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

102

High

Average account size

$1,110,384

About

Logan Park serves individuals (including high-net-worth clients), families, trusts, estates, businesses and retirement plans with discretionary investment management, financial planning, retirement-plan advisory and cash-management services. The firm constructs customized portfolios using mutual funds, ETFs and, as appropriate, individual securities, and also provides ongoing monitoring and consulting and trust administration services when acting as trustee.

The firm follows a long-term, modern-portfolio-theory framework that emphasizes diversified, low-cost funds and tax-aware handling of legacy positions, while tailoring asset allocation and risk to each client. Logan Park also permits use of derivatives (including options) and short-term margin/borrowing in separately managed accounts and employs shorter-term trades when needed for rebalancing, tax or cash-management purposes.

Logan Park operates with roughly $465 million in AUM across a four-advisor team, a scale that produces relatively high AUM per adviser compared with many peers, and it recently added trustee services that create limited custody relationships subject to a surprise independent examination. The firm maintains an institutional custody arrangement that provides operational and technology benefits and does not accept proxy-voting authority, instead leaving voting decisions to clients while offering related assistance.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Cash flow / budgeting

Fee options

Fixed

Financial planning fees range from $3,000 to $50,000; ongoing planning billed quarterly in advance

Percentage

$0 - $500,000: 1.25% annually $500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: Negotiable

Other

Minimum fee: Generally requires a minimum fee of $3,000 that may be waived at discretion

Main office location

Logan Park Wealth Management

121 S. 8 Th Street, Suite 1110

Minneapolis MN 55402, United States

Number of offices

1

Most active in

California · Colorado · Florida · Illinois · Iowa · Massachusetts · Minnesota · New Hampshire · North Carolina · Oregon · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David B

Series 66

Minneapolis, MN

Logan Park Wealth Management

David Benning is a financial advisor at Logan Park Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Inc. for 18 years prior to joining Logan Park in 2019. Outside of his advisory role, he is a partner in RMB Skyway LLC, a personal service corporation. Logan Park Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, with additional strategies including derivatives and trustee services for certain client relationships.

Wealth management Cash flow / budgeting
user avatar

Cole H

CFP®, Series 66

Minneapolis, MN

Logan Park Wealth Management

Cole Hystead is a CFP® and Series 66-licensed advisor with 14 years of industry experience. He is currently with Logan Park Wealth Management in Minneapolis, MN, and previously worked at Ameriprise Financial Services, Inc. for nine years. He also serves in fiduciary roles such as trustee and personal representative. Logan Park Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, and also offers trustee services and risk management strategies including the documented use of derivatives and borrowing within managed accounts.

Wealth management Cash flow / budgeting
user avatar

Erik J

CFP®, Series 66

Minneapolis, MN

Logan Park Wealth Management

Erik Jensen is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently with Logan Park Wealth Management, where he has worked since 2025. His prior experience includes roles at Ameriprise Financial Services, Charles Schwab & Co., Morgan Stanley Private Bank, and The First National Bank in Sioux Falls. Logan Park Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, with additional strategies such as derivatives, borrowing, and trustee services in select client accounts.

Wealth management Cash flow / budgeting
user avatar

Jeffery S

CFP®, Series 66

Minneapolis, MN

Logan Park Wealth Management

Jeffery Sutton is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Logan Park Wealth Management since 2019 and previously spent 15 years at Ameriprise Financial Services, Inc. He owns RMB Skyway LLC, the entity that holds the lease for his financial planning office space in Minneapolis. Logan Park Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm’s approach emphasizes long-term, diversified portfolios based on modern portfolio theory, utilizing low-cost mutual funds and ETFs alongside individual securities and derivatives to manage risk and liquidity.

Wealth management Cash flow / budgeting
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