Logan Cox: $205K Complaint Against Arno Wealth Advisor

Chicago financial advisor Logan Cox (CRD# 6927720) allegedly recommended unsuitable investments, according to a recent investor complaint. Financial Industry Regulatory Authority records show that he is currently registered as a broker and an investment advisor with Arete Wealth and a representative of Arno Wealth.

Mr. Cox’s BrokerCheck report discloses one investor complaint. Filed in November 2023, it alleges that as a representative of Arete Wealth Management, he recommended an unsuitable alternative investment. The pending complaint alleges damages of $205,000.

Arno Wealth’s website includes a profile of Mr. Cox that describes him as a Managing Partner at the firm. “Logan is a voracious researcher and is an expert in equities trading, investment-grade art, life insurance, and alternative investments,” it states. “He believes, ‘that with the wide array of products and personally tailored portfolios available at Arno Wealth, LLC that we can find a solution to any investment quandary.’”

Elsewhere, the firm describes its own approach to building wealth for families and business owners alike. “We differentiate from other firms in that we provide tax mitigating alternative investments and sophisticated buffered and hedged strategies, combined with some of the nations leading tax planning experts to help you protect more of your money,” it states. “Working with family offices, NFL and NBA players, individuals and businesses, we find unique solutions to the dilemmas our client’s face.”

According to the Financial Industry Regulatory Authority, Logan Cox holds four years of securities industry experience. Based in Chicago, Illinois, he has been a broker and an investment advisor with Arete Wealth since 2020. His credentials include the passage of three securities industry qualifying exams: the Securities Industry Essentials Examination, or SIE; the General Securities Representative Examination, or Series 7TO; and the Uniform Combined State Law Examination, or Series 66. He holds 33 state licenses. (Information current as of April 14, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.