Barry Logan has been Chief Compliance Officer, Principal of Disciplined Investments since March 2025, is a control person of the firm and directly owns under 5% of it.
Disciplined Investments, LLC is a Tulsa, OK firm with $593M under management, 385 clients and 6 advisers across 3 offices, as of its April 2026 filing.
Barry Logan’s longest registration was 14 years at Asset Management Solutions, LLC Dba Asset Planning Solutions (2002–2017). Before joining Disciplined Investments in 2017, Barry Logan was registered through Asset Management Solutions, LLC Dba Asset Planning Solutions and Partners in Financial Planning, Inc.
- Hogantaylor WealthCurrent– present · 9 yearsOklahoma City, OK · Adviser representative · Firm CRD 129696
- Asset Management Solutions, LLC Dba Asset Planning Solutions– · 14 yearsEdmond, OK · Adviser representative · Firm CRD 124402
- Partners in Financial Planning, Inc.– · under a yearEdmond, OK · Adviser representative · Firm CRD 121420
- Cambridge Investment Reserarch, Inc.– · under a yearEdmond, OK · Adviser representative · Firm CRD 39543
- FFP Advisory Services Inc– · under a yearEdmond, OK · Adviser representative · Firm CRD 110778
Investment adviser representative registrations
Barry Logan is registered as an investment adviser representative in 2 states. Each was approved in July 2017.
- OklahomaSince 18 July 2017
- TexasSince 18 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 July 1996 |
| Series 7 | General Securities Representative Examination | 28 June 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Barry Scott Logan
- CRD
- 2747479
- Firm
- Disciplined Investments · CRD 129696
- Role
- Chief Compliance Officer, Principal
- Office
- 1225 N. Broadway, Suite 200, Oklahoma City, OK 73103
- Registration
- Investment adviser registration
- In the industry since
- June 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Barry Logan work?
Barry Logan has been Chief Compliance Officer, Principal of Disciplined Investments, LLC since March 2025, and is a control person of the firm.
Is Barry Logan a financial advisor?
Yes. Barry Logan has a current investment-adviser registration in Oklahoma and Texas, through Disciplined Investments since July 2017.
How many years of experience does Barry Logan have?
Barry Logan has 24 years in the financial industry, since June 2002, across 5 adviser firms.
What exams has Barry Logan passed?
Barry Logan has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1996.
Where did Barry Logan work before Disciplined Investments?
Before Disciplined Investments, Barry Logan was registered through Partners in Financial Planning, Inc., August 2002 to December 2002; Cambridge Investment Reserarch, Inc., July 2002 to September 2002; FFP Advisory Services Inc, June 2002 to July 2002.
Where is Barry Logan based?
Barry Logan’s registered office is in Oklahoma City, OK.
Is Barry Logan registered with FINRA?
No. Barry Logan has no current broker registration.
How can I verify Barry Logan’s record?
Search CRD 2747479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barry Logan’s full registration record.
