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VerifiedFinancial Services· Founded 2017

Wealth Logic, Inc

Wealth Logic is a fee-based financial planning firm located in Plymouth, Minnesota. We provide our clients with objective, personalized and actionable advice that is best suited to their unique needs, so they are better positioned to reach their goals. The stress surrounding financial matters can be daunting to the couples, individuals and families who face them. By educating and fostering lifetime planning relationships with our clients, it is our goal to remove these concerns and replace them with financial peace of mind. The products, services and solutions we provide are among the best in the industry. Our team is committed to upholding the highest level of professionalism at all times, reflecting Wealth Logic’s expertise and ability to serve the needs of our clients. Partner with us today and start living your best life tomorrow. Jeremy Bosch is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC 100 South Fifth Street Suite 2300, Minneapolis, MN 55402 Phone: Wealth Logic, Inc. is not a subsidiary or affiliate of MML Investors Services LLC, MassMutual or its affiliated companies.

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HeadquartersPlymouth, United StatesEmployees4(1 to 10)Founded year2017Websitewealthlogicinc.comLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

4

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Wealth Logic, Inc

4 distinct titles indexed · top 4 shown.

  • 2executive assistant
  • 1investment business coordinator
  • 1plan design specialist
  • 1president & certified financial plannertm

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