f3Logic, LLC. | 2020

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11980 Portland Avenue South, Burnsville, MN 55337

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Investment Adviser Representatives offering advisory services through f3Logic, a registered investment adviser. Securities offered through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. f3Logic, LLC and IFG are unaffiliated entities.


Licensed to sell securities in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, MD, ME, MA, MI, MN, MO, NE, NH, NY, NC, ND, NV, NM, NJ, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, and WV. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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Our Executive Team & Founders

Rich DeSalvo

CEO & Founder 

 

As CEO and Founder for f3Logic, LLC., Rich provides leadership for the f3Logic family of companies.  f3Logic offers high-level reporting, trading, billing, as well as investment research, commentary, and true fiduciary services to RIAs while removing the bureaucracy of larger organizations. f3Logic gives IARs and RIAs the middle and back-end office support they need with the freedom to evolve their professional and business structures over time. Considered an industry thought-leader, Rich applies his knowledge and expertise towards delivering a superior advisory experience. 

Kevin Nentwich

CSO & Founder

 

As one of the original founders and Chief Strategy Officer for f3Logic, Kevin is responsible for assisting in developing, communicating, executing, and sustaining strategic initiatives. Kevin is the key link between the managing partners and the advisors and is integral to f3Logic’s success by translating the overall goals of the company into an actionable plan.

Jon DeSmidt

CCO

 

As Chief Compliance Officer for f3Logic, LLC, Jon DeSmidt is responsible for the overall compliance program of the firm.  He also serves as f3Logic’s compliance liaison, responsible for facilitating the execution of our compliance requirements and responsibilities in relation to our broker/dealer, Independent Financial Group.

Michael LaBrie

Founder

 

For Mike, a founder of f3Logic, retirement is a state of financial independence – where he’s working because he wants to, not because he has to. Mike has a number of interests, but only a few great passions – one of which is his work. His ideal retirement will be that point when he is able to fit his interests between his passions and achieve life’s quest for balance.

Thomas Nee

Founder

 

Founder of f3Logic, Tom graduated from Merrimack College in 1990 and quickly entered the financial industry.  After several years he found his passion in the retirement planning arena.  Along with Mike LaBrie in 1994 they established Compass Point Retirement Planning, Inc., which is one of the premier retirement planning firms in New England.

Wendy Martinez

Director of Operations

 

As Director of Operations for f3Logic, Wendy oversees day to day operations of the firm as well as the creation and implementation of internal policies and procedures. She also supervises account maintenance including billing, reporting, client data, and the client portal.

Lindsey Roehl

Senior Operations Specialist

 

As Sr. Operations Specialist for f3Logic, Lindsey is responsible for the creation and maintenance of portfolios and accounts, monthly billing processes, account investment in models, and daily reports for client account data. She also aids with the portfolio accounting system including the client portal, data reconciliation, data mining, and billing.

Todd Kuen

Manager, Technology Training & Support

 

As Manager of Technology Training and Support Services for f3Logic, Todd creates and administers the technology stack for advisors. He develops policies, procedures, and training agendas for advisors to ensure compliance with SEC regulations. Also, Todd provides technology training and ongoing support for all key systems.

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Mary B. Kusske

CFO & Founder

 

As a founder and CFO of f3Logic, Mary helps shape the direction and purpose of the firm. She is also the founder of Kusske Financial Inc, a firm specializing in helping retirees and pre-retirees work toward financial independence.