Unclaimed Profile

Jon Patrick Desmidt

F3LOGIC, LLC·BURNSVILLE, Minnesota

SIE, Series 6, Series 7, Series 24, Series 26, Series 31, Series 52TO, Series 53, Series 63, Series 66Clean record23 years registeredF3LOGIC, LLC

11980 PORTLAND AVENUE SOUTH, BURNSVILLE, MN 55337CRD# 2881733Firm CRD# 289863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Patrick Desmidt · BURNSVILLE, MN

Registration

CRD #2881733 · F3LOGIC, LLC · 23 years registered

Brand Profile

Not yet started

Career History

GALLAGHER FIDUCIARY ADVISORS, LLC

Jul 2023 – present

F3 INVESTMENT MANAGEMENT, LLC

Jun 2018 – May 2023

APPLETON, WI

INVESTMENT CENTERS OF AMERICA, INC.

Sep 2005 – Mar 2017

APPLETON, WI

SII INVESTMENTS, INC.

Sep 2002 – Mar 2017

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 31

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · September 12, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

F3LOGIC, LLC

CRD 289863 · SEC 801-111836

AUM

$843M

Regulatory assets under management

Employees

4,092 client accounts

Services offered by F3LOGIC, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at F3LOGIC, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Patrick Desmidt offer?

Jon Patrick Desmidt specializes in Financial Planning, Investment Management. Contact their office in BURNSVILLE, Minnesota for a consultation.

What are Jon Patrick Desmidt's credentials?

Jon Patrick Desmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Patrick Desmidt located?

Jon Patrick Desmidt is based in BURNSVILLE, Minnesota, working with F3LOGIC, LLC. Their office serves clients in the BURNSVILLE metropolitan area and surrounding communities.

How does Jon Patrick Desmidt charge for services?

Jon Patrick Desmidt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is F3LOGIC, LLC?

F3LOGIC, LLC has approximately 28 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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