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Logan David Kready

STEWARDSHIP ADVISORS, LLC·MOUNT JOY, Pennsylvania
SIE, Series 6TO, Series 63CFPClean record2 years registeredSTEWARDSHIP ADVISORS, LLC
321 W. MAIN STREET, MOUNT JOY, PA 17552CRD# 7114396Firm CRD# 277099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Logan David Kready · MOUNT JOY, PA
Registration
CRD #7114396 · STEWARDSHIP ADVISORS, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

STEWARDSHIP ADVISORS, LLC
Jun 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 63
Registration record
First registered · June 25, 2024
Years registered · 2
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEWARDSHIP ADVISORS, LLC
CRD 277099 · SEC 801-108174
AUM
$321M
Regulatory assets under management
Employees
11
1,509 client accounts
Services offered by STEWARDSHIP ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STEWARDSHIP ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Logan David Kready offer?
Logan David Kready specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT JOY, Pennsylvania for a consultation.
What are Logan David Kready's credentials?
Logan David Kready holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Logan David Kready located?
Logan David Kready is based in MOUNT JOY, Pennsylvania, working with STEWARDSHIP ADVISORS, LLC. Their office serves clients in the MOUNT JOY metropolitan area and surrounding communities.
How does Logan David Kready charge for services?
Logan David Kready's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARDSHIP ADVISORS, LLC?
STEWARDSHIP ADVISORS, LLC has approximately 11 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEWARDSHIP ADVISORS, LLC

Thomas Edward Talbott
MOUNT JOY, PA
John Charles Simkins
MOUNT JOY, PA
Zachary Scott Drescher
MOUNT JOY, PA
Mark Allen Brinser
MOUNT JOY, PA
CFP
Wilbur Lee Shertzer
MOUNT JOY, PA
CFPChFC

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Research
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