JESUS CASTANEDA JOINS f3LOGIC
F3Logic is excited to welcome Jesus Castaneda as Operations Manager. In this role, Jesus supports all f3Logic DBAs with new account requests.
October 13, 2020
f3Logic FOUNDER MARY KUSSKE RECOGNIZED FOR NATIONAL AWARD
At f3Logic, our passion for fiduciary services, experience in the investment industry, and commitment to building lasting relationships enables us to provide the highest level of service possible.
September, 10 2020
EXPERIENCED, INDEPENDENT ADVISOR JOINS f3LOGIC
f3Logic Welcomes Daniel Rivers of Rivers Investment Group
f3Logic is proud to announce a partnership with Rivers Investment Group. Headquartered in Camden, Arkansas, Rivers Investment Group is an independent wealth management firm led by Daniel Rivers.
August 6, 2020
IS YOUR PAYOUT IN FLUX?
With f3Logic, advisors are empowered to offer their clients the same high level of service and products they have come to expect without the bureaucracy of a larger organization and all the drawbacks associated with it.
LPL sheds $1 billion in assets as NPH ‘refugees’ form RIA
Five former top advisers at National Planning Holdings, which was acquired by LPL in August, have left the firm and formed f3Logic, a registered investment adviser.
INTRODUCTION TO THE LEARN. BUILD. GROW. PROGRAM
Show top-tier advisors how to create goodwill, wallet share, and loyalty.
Deliver strategies for incremental AUM growth via Coaching, Training, and Sales Management using Reg BI as a catalyst.
Demonstrate how Reg BI can improve business, increase book value, introduce new practice management tools, and offer investment strategies/portfolios.
A LETTER FROM OUR CEO
On behalf of f3Logic and its Founders, I am proud to share: Learn. Build. Grow.
Beyond its brevity is clarity and creativity. These three words define our mission, vision, and intentions as we evolve into premier provider in the wealth management space.
Allow me to explain.
f3LOGIC IS EXCITED TO WELCOME MONTGOMERY WEALTH MANAGEMENT TO THE FIRM
Montgomery Wealth Management LLC today announced the launch of their wealth advisory firm, headquartered in Morristown, New Jersey. Montgomery Wealth Management LLC was founded on the idea: “It’s time to do things differently. Clients and advisors deserve better”.
f3LOGIC FOUNDING FIRM WELCOMES ALAN MARKFELD.
We are excited to announce that Alan Markfeld joins f3Logic founding firm, Financial Consultants of America (FCA), as Chief Business Development Officer.
April 13, 2021