Logan Baumann

Logan Baumann is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Evansville, IN. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include Bank of America, N.A., German American Bank, University of California State Northridge, University of Evansville, among others.

SEC disclosures list additional business and community activities: I; 2782262; 2782261: Serve as board member for local evansville chapter; no compensation & no involvement or impact on fund's investments etc; I; 3124267entity Type: Fiduciary Rolename Of Oba: Mlpf& S Cust Fpo P: B; Rra fbo p; 3126264entity Type: Fiduciary Rolename Of Oba: P: B; Tod beneficiaries on fileaddress: evansville, indiana, 47715investment related: noposition, title, association: power of attorneyemployee start date: 06/01/2017number of hours: 1, yearlynumber of hours during trading: 0, yearlyduties: power of attorney\ parent i; 3126265entity Type: Fiduciary Rolename Of Oba: P: B; Tod beneficiaries on fileaddress: evansville, indiana, 47715investment related: noposition, title, association: power of attorneyemployee start date: 06/01/2017number of hours: 1, yearlynumber of hours during trading: 0, yearlyduties: power of attorney\ parent i; 3126266entity Type: Fiduciary Rolename Of Oba: Mlpf& S Cust Fpo P: B; Ira fbo p; 3759300entity Type: N/aname Of Oba: Evansville Country Clubaddress: Evansville: Serve on the membership committee: offering ideas to help increase and retain membership count; I; 3821265.

Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.