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Aaron Michael Deitz

LOGAN STONE CAPITAL, LLC·CHICAGO, Illinois
Series 6, Series 65Clean record8 years registeredLOGAN STONE CAPITAL, LLC
150 N. WACKER, SUITE 2225, CHICAGO, IL 60606-1611CRD# 5474260Firm CRD# 161767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Michael Deitz · CHICAGO, IL
Registration
CRD #5474260 · LOGAN STONE CAPITAL, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

BSW WEALTH PARTNERS
Jun 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 65
Registration record
First registered · June 27, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LOGAN STONE CAPITAL, LLC
CRD 161767 · SEC 801-74403
AUM
$174M
Regulatory assets under management
Employees
3
1 client accounts
Services offered by LOGAN STONE CAPITAL, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at LOGAN STONE CAPITAL, LLC →
Introduction

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Frequently Asked Questions

What services does Aaron Michael Deitz offer?
Aaron Michael Deitz specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Aaron Michael Deitz's credentials?
Aaron Michael Deitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Michael Deitz located?
Aaron Michael Deitz is based in CHICAGO, Illinois, working with LOGAN STONE CAPITAL, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Aaron Michael Deitz charge for services?
Aaron Michael Deitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOGAN STONE CAPITAL, LLC?
LOGAN STONE CAPITAL, LLC has approximately 3 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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