LPWM LLC

LPWM, LLC dba Logan Park Wealth Management Form ADV Part 2A – Disclosure Brochure Effective: September 3, 2025 This Form ADV 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of LPWM, LLC dba Logan Park Wealth Management (“Logan Park” or the “Advisor”). If you have any questions about the content of this Disclosure Brochure, please contact the Advisor at (612) 315-2105. Logan Park is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The information in this Disclosure Brochure has not been approved or verified by the SEC or by any state securities authority. Registration of an investment advisor does not imply any specific level of skill or training. This Disclosure Brochure provides information through Logan Park to assist you in determining whether to retain the Advisor. Additional information about Logan Park and its Advisory Persons is available on the SEC’s website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 299007. LPWM, LLC dba Logan Park 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Item 2 – Material Changes Form ADV 2 is divided into two parts: Part 2A (the "Disclosure Brochure") and Part 2B (the "Brochure Supplements"). The Disclosure Brochure provides information about a variety of topics relating to an Advisor’s business practices and conflicts of interest. The Brochure Supplements provide information about Advisory Persons of Logan Park. For convenience, the Advisor has combined these documents into a single disclosure document. Logan Park believes that communication and transparency are the foundation of its relationship with Clients and will continually strive to provide you with complete and accurate information at all times. Logan Park encourages all current and prospective Clients to read this Disclosure Brochure and discuss any questions you may have with the Advisor. Material Changes The following material changes have been made to this Disclosure Brochure since the annual amendment filing on February 19, 2025: • The Advisor has added Trustee Services as an offering to Clients. Please see Items 4 and 5 for more details. • The Advisor as a result of offering Trustee Services to Clients will have custody of certain Client accounts. As a result of having custody the firm has amended Item 15 to reflect this update along with the firm being subject to a surprise audit. Please see Item 15 for more details. Future Changes From time to time, the Advisor may amend this Disclosure Brochure to reflect changes in business practices, changes in regulations or routine annual updates as required by the securities regulators. This complete Disclosure Brochure or a Summary of Material Changes shall be provided to you annually and if a material change occurs in the business practices of Logan Park. You may view the current Disclosure Brochure on-line at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 299007. You may also request a copy of this Disclosure Brochure at any time, by contacting the Advisor at (612) 315-2105. LPWM, LLC dba Logan Park Page 2 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Item 3 – Table of Contents Item 1 – Cover Page ............................................................................................................................................... 1 Item 2 – Material Changes ..................................................................................................................................... 2 Item 3 – Table of Contents .................................................................................................................................... 3 Item 4 – Advisory Services ................................................................................................................................... 4 A. Firm Information ............................................................................................................................................................. 4 B. Advisory Services Offered .............................................................................................................................................. 4 C. Client Account Management .......................................................................................................................................... 6 D. Wrap Fee Programs ....................................................................................................................................................... 6 E. Assets Under Management ............................................................................................................................................ 6 Item 5 – Fees and Compensation ......................................................................................................................... 6 A. Fees for Advisory Services ............................................................................................................................................ 7 B. Fee Billing ...................................................................................................................................................................... 8 C. Other Fees and Expenses ............................................................................................................................................. 8 D. Advance Payment of Fees and Termination .................................................................................................................. 8 E. Compensation for Sales of Securities ............................................................................................................................ 9 Item 6 – Performance-Based Fees and Side-By-Side Management .................................................................. 9 Item 7 – Types of Clients ....................................................................................................................................... 9 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss .......................................................... 9 A. Methods of Analysis ....................................................................................................................................................... 9 B. Risk of Loss .................................................................................................................................................................... 9 Item 9 – Disciplinary Information ....................................................................................................................... 11 Item 10 – Other Financial Industry Activities and Affiliations ......................................................................... 11 Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ............... 11 A. Code of Ethics .............................................................................................................................................................. 11 B. Personal Trading with Material Interest ........................................................................................................................ 11 C. Personal Trading in Same Securities as Clients .......................................................................................................... 11 D. Personal Trading at Same Time as Client ................................................................................................................... 12 Item 12 – Brokerage Practices ............................................................................................................................ 12 A. Recommendation of Custodian[s] ................................................................................................................................ 12 B. Aggregating and Allocating Trades .............................................................................................................................. 12 Item 13 – Review of Accounts ............................................................................................................................ 13 A. Frequency of Reviews .................................................................................................................................................. 13 B. Causes for Reviews ..................................................................................................................................................... 13 C. Review Reports ............................................................................................................................................................. 13 Item 14 – Client Referrals and Other Compensation ........................................................................................ 13 A. Compensation Received by Logan Park ...................................................................................................................... 13 B. Compensation for Client Referrals ............................................................................................................................... 14 Item 15 – Custody ................................................................................................................................................ 14 Item 16 – Investment Discretion ......................................................................................................................... 14 Item 17 – Voting Client Securities ...................................................................................................................... 14 Item 18 – Financial Information .......................................................................................................................... 14 Form ADV Part 2B – Brochure Supplement ...................................................................................................... 15 Privacy Policy…………………………………………………………………………………………………..…………..24 LPWM, LLC dba Logan Park Page 3 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Item 4 – Advisory Services A. Firm Information LPWM, LLC dba Logan Park (“Logan Park” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”), which is organized as a limited liability company (“LLC”) under the laws of the State of Delaware. Logan Park was founded in November 2018 and is owned and operated by David M. Benning (Managing Partner, Private Wealth Advisor and Chief Compliance Officer) and Jeffery J. Sutton (Managing Partner and Private Wealth Advisor). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Logan Park. For information regarding this Disclosure Brochure, please contact David M. Benning, who also serves as the Chief Compliance Officer of Logan Park. Mr. Benning can be reached at (612) 315-2105. B. Advisory Services Offered Logan Park offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses and retirement plans (each referred to as a “Client”). The Advisor serves as a fiduciary to Clients, as defined under applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. Logan Park’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Investment Management Services Logan Park provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and related advisory services. Logan Park works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. Logan Park will then construct an investment portfolio, consisting of low-cost, diversified mutual funds and/or exchange traded funds (“ETFs”) to achieve the Client’s investment goals. The Advisor may also utilize individual stocks or bonds to meet the needs of its Clients. The Advisor may retain certain legacy investments based on portfolio fit and/or tax considerations. The Advisor may retain other types of investments from the Client’s legacy portfolio due to fit with the overall portfolio strategy, tax-related reasons, or other reasons as identified between the Advisor and the Client. Logan Park’s investment approach is primarily long-term focused, but the Advisor may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. Logan Park will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. Logan Park evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Logan Park may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Logan Park may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. Logan Park may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of the Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. At no time will Logan Park accept or maintain custody of a Client’s funds or securities, except for the limited authority as outlined in Item 15 – Custody. All Client assets will be managed within their designated account[s] at the Custodian, pursuant to the terms of the advisory agreement. Please see Item 12 – Brokerage Practices. Cash Management Services – Logan Park may provide investment advisory services for Cash Management for Clients who may need to maintain cash positions over a longer period of time. Cash Management Services are LPWM, LLC dba Logan Park Page 4 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  provided to Clients seeking to improve yield and / or total return by incorporating assets such as T Bills, ultra short duration bonds, laddered CDs, intermediate bonds, and other cash equivalents. Retirement Plan Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will provide investment advice to a Client regarding a distribution from an ERISA retirement account or to roll over the assets to an IRA, or recommend a similar transaction including rollovers from one ERISA sponsored Plan to another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by the Advisor. Financial Planning Services Logan Park will typically provide to its Clients a variety of financial planning services and consulting services. Services may be included in an overall wealth management engagement or provided as a separate service, pursuant to the terms of the agreement. Financial planning services based on the Client’s needs and complexity of the services to be provided. Services are offered in several areas of a Client’s financial situation, depending on their goals and objectives. Generally, such financial planning services involve preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, investment planning, retirement planning, personal savings, education savings and other areas of a Client’s financial situation. A financial plan developed for, or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Financial planning and consulting services may not cover every aspect of a Client’s financial life. For example, some areas that Logan Park does not provide consulting services on include homeowners and excess liability coverage. Additionally, an area may not be included in the financial plan for a variety of reasons. For example, we did not receive sufficient data from the Client to complete an analysis. The Client should not take any omission as an indication that the topic is not applicable to their financial situation. Logan Park may also refer Clients to an accountant, attorney or other specialist, as appropriate for the Client’s unique situation. For certain financial planning engagements, the Advisor will generally provide a written report that contains observations and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. Plans or consultations are typically completed within six (6) months of contract date, assuming all information and documents requested are provided promptly. Financial planning recommendations poses a conflict between the interests of the Advisor and the interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage the Advisor for investment management services or to increase the level of investment assets with the Advisor, as it would increase the amount of advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor. Retirement Plan Advisory Services Logan Park provides retirement plan advisory services on behalf of retirement plans (each a “Plan”) and the company (the “Plan Sponsor”). The Advisor’s retirement plan advisory services are designed to assist the Plan Sponsor in meeting its fiduciary obligations to the Plan and Plan Participants. Each engagement is customized to the needs of the Plan and Plan Sponsor. Services generally include: • Vendor Analysis LPWM, LLC dba Logan Park Page 5 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  “IPS” Design and Monitoring • Policy Statement • • Ongoing Investment Recommendation and Assistance • Benchmarking Services These services are provided by Logan Park serving in the capacity as a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). In accordance with ERISA Section 408(b)(2), the Plan Sponsor is provided with a written description of Logan Park’s fiduciary status, the specific services to be rendered and all direct and indirect compensation the Advisor reasonably expects under the engagement. Trust Services Logan Park offers Trust Management Services for Trusts for which an Advisory Person of the Advisor serves as Trustee. The services provided are as follows: • Administration of all trust assets per trust documents. • Managing distributions in accordance with trust provisions. • Ensuring that the trust assets are held in safekeeping. • Records maintenance and full annual accounting of all trust activities. • Filing of trust tax returns. C. Client Account Management Prior to engaging Logan Park to provide advisory services, each Client is required to enter into one or more agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include: • Establishing an Investment Strategy – Logan Park, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives. • Asset Allocation – Logan Park will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client. • Portfolio Construction – Logan Park will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. • Investment Management and Supervision – Logan Park will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs Logan Park does not manage or place Client assets into a wrap fee program. E. Assets Under Management As of December 31, 2024, Logan Park manages approximately $376,320,625 in Client assets, all of which are managed on a discretionary basis. Clients may request more current information at any time by contacting the Advisor. Item 5 – Fees and Compensation The following paragraphs detail the fee structure and compensation methodology for services provided by the Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into a written agreement with the Advisor. LPWM, LLC dba Logan Park Page 6 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  A. Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly in advance of each month, pursuant to the terms of the investment advisory agreement. Investment advisory fees are based on market value of assets under management at the end of the prior month. Investment advisory fees are based on the following schedule: Annual Rate (%) Assets Under Management ($) Up to $500,000 $500,001 to $2,500,000 $2,500,001 to $5,000,000 $5,000,001 to $10,000,000 $10,000,001 and over 1.25%* 1.00% 0.90% 0.80% Negotiable * Logan Park generally requires a minimum fee of $3,000 that may be waived at the sole discretion of the Advisor. The tiered fee schedule results in a “blended” fee based on the assets under management at the time of the billing calculation. For example, for an account valued at $1,000,000 based on the above schedule, Clients will be charged 1.25% for the first $500,000 and 1.00% for the next $500,000. This results in a blended rate of 1.125% annually. The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month. Fees may be negotiable at the sole discretion of the Advisor. Certain legacy clients may pay fees that do not conform to this fee schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor. All securities held in accounts managed by Logan Park will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing. Cash Management Services – The fee for Cash Management fees ranges from 0.10% to 0.25% depending on the account balance and portfolio complexity. Fees may be negotiable at the sole discretion of the Advisor. The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor shall not receive any portion of these commissions, fees, and costs. Financial Planning Services Logan Park may include financial planning services as part of an overall wealth management agreement. Logan Park also offers financial planning services for a fixed fee or an ongoing planning engagement. Fees range between $3,000 and $50,000. Ongoing engagement fees are billed quarterly, in advance of each calendar quarter. Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor. An estimate for total costs will be provided to the Client prior to engaging for these services. Retirement Plan Advisory Services Fees for retirement plan advisory services are charged an asset-based fee that ranges from 0.25% to 1.00% and are billed quarterly, at the end of each calendar quarter, pursuant to the terms of the retirement plan advisory agreement. Retirement plan advisory fees are based on the market value of assets under management at the end of the prior calendar month. Fees are negotiable depending on the size and complexity of the Plan. Trust Services Trust service fees are paid monthly, in advance of each calendar month, pursuant to the terms of the investment advisory agreement. Trust service fees are based on the market value of the trust’s assets under management at the end of the prior month. The Trust service fees are an additional fee added to the Client’s investment advisory fee. Trust service fees are based on the following schedule: Annual Rate (%) Assets Under Management ($) Under $2,500,000 $2,500,001-$5,000,000 Over $5,000,000 0.50% 0.33% 0.25% LPWM, LLC dba Logan Park Page 7 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  B. Fee Billing Investment Management Services Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from the Client’s account[s] at the beginning of the respective month. The amount due is calculated by applying the monthly rate (annual rate divided by twelve) to the total assets under management at the end of the prior month. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the investment advisory fee. It is the responsibility of the Client to verify the accuracy of these fees as listed on the Custodian’s brokerage statement as the Custodian does not assume responsibility. Clients provide written authorization permitting advisory fees to be deducted by Logan Park to be paid directly from their account[s] held by the Custodian as part of the investment advisory agreement and separate account forms provided by the Custodian. Financial Planning Services Financial planning fees for fixed fee engagements may be invoiced up to 50% upon execution of the financial planning agreement. The balance shall be invoiced upon completion of the agreed upon deliverable[s]. Ongoing financial planning engagements are billed in advance of each calendar quarter. Retirement Plan Advisory Services Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan, depending on the terms of the retirement plan advisory agreement. C. Other Fees and Expenses Clients may incur certain fees or charges imposed by third parties, other than Logan Park, in connection with investments made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities execution fees charged by the Custodian. The Advisor’s recommended custodian does not charge securities transaction fees for ETFs and equity trades in Client accounts, but typically charges for mutual fund and other types of investments. The fees charged by Logan Park are separate and distinct from these custody and execution fees. In addition, all fees paid to Logan Park for investment advisory services are separate and distinct from the expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a possible distribution fee. A Client may be able to invest in these products directly, without the services of Logan Park, but would not receive the services provided by Logan Park which are designed, among other things, to assist the Client in determining which products or services are most appropriate for each Client’s financial situation and objectives. Accordingly, the Client should review both the fees charged by the fund[s] and the fees charged by Logan Park to fully understand the total fees to be paid. Please refer to Item 12 – Brokerage Practices for additional information. D. Advance Payment of Fees and Termination Investment Advisory Services Logan Park is compensated for its services at the beginning of the month in which investment advisory services are rendered. Either party may terminate the investment advisory agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the investment advisory agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client. The Advisor will refund any unearned, prepaid investment advisory fees from the effective date of termination to the end of the month. The Client’s investment advisory agreement with the Advisor is non-transferable without the Client’s prior consent. Financial Planning Services Logan Park is compensated for its services upon completion of the engagement deliverable[s]. Logan Park requires an advance deposit as described above. Either party may terminate the financial planning agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the financial planning agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client. Upon termination, the Client shall be responsible for planning fees based on the LPWM, LLC dba Logan Park Page 8 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  percentage of the engagement scope completed by the Advisor. For ongoing retainers, the amount due is based on the number of days in the quarter for which services we provided up to and including the effective date of termination. The Advisor will refund any unearned, prepaid financial planning fees from the effective date of termination. The Client’s financial planning agreement with the Advisor is non-transferable without the Client’s prior consent. Retirement Plan Advisory Services Logan Park is compensated for its retirement plan advisory services at the end of the quarter in which services are rendered. Either party may terminate the retirement plan advisory agreement, at any time, by providing advance written notice to the other party. The Client shall be responsible for retirement plan advisory fees up to and including the effective date of termination. The Client’s retirement plan advisory agreement with the Advisor is non- transferable without the Client’s prior consent. E. Compensation for Sales of Securities Logan Park does not buy or sell securities to earn commissions and does not receive any compensation for securities transactions in any Client account, other than the investment advisory fees noted above. Item 6 – Performance-Based Fees and Side-By-Side Management Logan Park does not charge performance-based fees for its investment advisory services. The fees charged by Logan Park are as described in Item 5 above and are not based upon the capital appreciation of the funds or securities held by any Client. Logan Park does not manage any proprietary investment funds or limited partnerships (for example, a mutual fund or a hedge fund) and has no financial incentive to recommend any particular investment options to its Clients. Item 7 – Types of Clients Logan Park offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses and retirement plans. The amount of each type of Client is available on Logan Park’s Form ADV Part 1A. These amounts may change over time and are updated at least annually by the Advisor. Logan Park generally does not impose a minimum relationship size. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis Logan Park primarily employs its investment methodology based on the principles of modern portfolio theory in developing investment strategies for its Clients. Research and analysis from Logan Park is derived from numerous sources, including financial media companies, third-party research materials, Internet sources, and review of company activities, including annual reports, prospectuses, press releases and research prepared by others. Modern portfolio theory assumes that investors are risk averse, meaning that given two portfolios that offer the same expected return, investors will prefer the less risky one. Thus, an investor will take on increased risk only if compensated by higher expected returns. Conversely, an investor who wants higher expected returns must accept more risk. The exact trade-off will be the same for all investors, but different investors will evaluate the trade-off differently based on individual risk aversion characteristics. The implication is that a rational investor will not invest in a portfolio if a second portfolio exists with a more favorable risk-expected return profile – i.e., if for that level of risk an alternative portfolio exists which has better expected returns. As noted above, Logan Park generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. Logan Park will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, Logan Park may also buy and sell positions that are more short-term in nature, depending on the goals of the Client and/or the fundamentals of the security, sector or asset class. B. Risk of Loss Investing in securities involves certain investment risks. Securities may fluctuate in value or lose value. Clients should be prepared to bear the potential risk of loss. Logan Park will assist Clients in determining an appropriate LPWM, LLC dba Logan Park Page 9 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  strategy based on their tolerance for risk and other factors noted above. However, there is no guarantee that a Client will meet their investment goals. While this type of analysis helps the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in the fundamental analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. Each Client engagement will entail a review of the Client's investment goals, financial situation, time horizon, tolerance for risk and other factors to develop an appropriate strategy for managing a Client's account. Client participation in this process, including full and accurate disclosure of requested information, is essential for the analysis of a Client's account[s]. The Advisor shall rely on the financial and other information provided by the Client or their designees without the duty or obligation to validate the accuracy and completeness of the provided information. It is the responsibility of the Client to inform the Advisor of any changes in financial condition, goals or other factors that may affect this analysis. The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts. The Advisor will work with each Client to determine their tolerance for risk as part of the portfolio construction process. Following are some of the risks associated with the Advisor’s investment approach: Market Risks The value of a Client’s holdings may fluctuate in response to events specific to companies or markets, as well as economic, political, or social events in the U.S. and abroad. This risk is linked to the performance of the overall financial markets. ETF Risks The performance of ETFs is subject to market risk, including the possible loss of principal. The price of the ETFs will fluctuate with the price of the underlying securities that make up the funds. In addition, ETFs have a trading risk based on the loss of cost efficiency if the ETFs are traded actively and a liquidity risk if the ETFs have a large bid- ask spread and low trading volume. The price of an ETF fluctuates based upon the market movements and may dissociate from the index being tracked by the ETF or the price of the underlying investments. An ETF purchased or sold at one point in the day may have a different price than the same ETF purchased or sold a short time later. Mutual Fund Risks The performance of mutual funds is subject to market risk, including the possible loss of principal. The price of the mutual funds will fluctuate with the value of the underlying securities that make up the funds. The price of a mutual fund is typically set daily therefore a mutual fund purchased at one point in the day will typically have the same price as a mutual fund purchased later that same day. Bond Risks Bonds are subject to specific risks, including the following: (1) interest rate risks, i.e. the risk that bond prices will fall if interest rates rise, and vice versa, the risk depends on two things, the bond's time to maturity, and the coupon rate of the bond. (2) reinvestment risk, i.e. the risk that any profit gained must be reinvested at a lower rate than was previously being earned, (3) inflation risk, i.e. the risk that the cost of living and inflation increase at a rate that exceeds the income investment thereby decreasing the investor’s rate of return, (4) credit default risk, i.e. the risk associated with purchasing a debt instrument which includes the possibility of the company defaulting on its repayment obligation, (5) rating downgrades, i.e. the risk associated with a rating agency’s downgrade of the company’s rating which impacts the investor’s confidence in the company’s ability to repay its debt and (6) Liquidity Risks, i.e. the risk that a bond may not be sold as quickly as there is no readily available market for the bond. Options Contracts Investments in options contracts have the risk of losing value in a relatively short period of time. Option contracts are leveraged instruments that allow the holder of a single contract to control many shares of an underlying stock. This leverage can compound gains or losses. LPWM, LLC dba Logan Park Page 10 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Margin Borrowings The use of short-term margin borrowings may result in certain additional risks to a Client. For example, if securities pledged to brokers to secure a Client's margin accounts decline in value, the Client could be subject to a "margin call", pursuant to which it must either deposit additional funds with the broker or be the subject of mandatory liquidation of the pledged securities to compensate for the decline in value. Alternative Investments (Limited Partnerships) The performance of alternative investments (limited partnerships) can be volatile and may have limited liquidity. An investor could lose all or a portion of their investment. Such investments often have concentrated positions and investments that may carry higher risks. Clients should only have a portion of their assets in these investments. Past performance is not a guarantee of future returns. Investing in securities and other investments involve a risk of loss that each Client should understand and be willing to bear. Clients are reminded to discuss these risks with the Advisor. Item 9 – Disciplinary Information There are no legal, regulatory or disciplinary events involving Logan Park or its management person[s]. Logan Park values the trust Clients place in the Advisor. The Advisor encourages Clients to perform the requisite due diligence on any advisor or service provider that the Client engages. The backgrounds of the Advisor and its Advisory Persons are available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 299007. Item 10 – Other Financial Industry Activities and Affiliations The sole business of Logan Park and is Advisory Persons is to provide investment advisory services to its Clients. Neither Logan Park nor its Advisory Persons are involved in other business endeavors. Logan Park does not maintain any affiliations with other firms, other than contracted service providers to assist with the servicing of its Client’s accounts. Item 11 – Code of Ethics, Participation or Interest in Client Transactions, and Personal Trading A. Code of Ethics Logan Park has implemented a Code of Ethics (the “Code”) that defines the Advisor’s fiduciary commitment to each Client. This Code applies to all persons associated with Logan Park (“Supervised Persons”). The Code was developed to provide general ethical guidelines and specific instructions regarding the Advisor’s duties to the Client. Logan Park and its Supervised Persons owe a duty of loyalty, fairness and good faith towards each Client. It is the obligation of Logan Park’s Supervised Persons to adhere not only to the specific provisions of the Code, but also to the general principles that guide the Code. The Code of Ethics covers a range of topics that address employee ethics and conflicts of interest. To request a copy, please contact the Advisor at (612) 315-2105. B. Personal Trading with Material Interest Logan Park allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Logan Park does not act as principal in any transactions. In addition, the Advisor does not act as the general partner of a fund, or advise an investment company. Logan Park does not have a material interest in any securities traded in Client accounts. C. Personal Trading in Same Securities as Clients Logan Park allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Owning the same securities that are recommend (purchase or sell) to Clients presents a potential conflict of interest that, as fiduciaries, must be disclosed to Clients and mitigated through policies and procedures. As noted above, the Advisor has adopted the Code, to address insider trading (material non-public information controls); gifts and entertainment; outside business activities and personal securities reporting. When trading for personal accounts, Supervised Persons have a conflict of interest if trading in the same securities. The fiduciary duty to act in the best interest of its Clients can be violated if personal trades are made with more advantageous terms than Client trades, or by trading based on material non-public information. This risk LPWM, LLC dba Logan Park Page 11 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  is mitigated by Logan Park requiring reporting of personal securities trades by its Supervised Persons for review by the Chief Compliance Officer (“CCO”) or delegate. The Advisor has also adopted written policies and procedures to detect the misuse of material, non-public information. D. Personal Trading at Same Time as Client While Logan Park allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients, such trades are typically aggregated with Client orders or traded afterward. At no time will Logan Park, or any Supervised Person of Logan Park, transact in any security to the detriment of any Client. Item 12 – Brokerage Practices A. Recommendation of Custodian[s] Logan Park does not have discretionary authority to select the broker-dealer/custodian for custody and execution services. The Client will engage the broker-dealer/custodian (herein the "Custodian") to safeguard Client assets and authorize Logan Park to direct trades to the Custodian as agreed upon in the investment advisory agreement. Further, Logan Park does not have the discretionary authority to negotiate commissions on behalf of Clients on a trade-by-trade basis. Where Logan Park does not exercise discretion over the selection of the Custodian, it may recommend the Custodian to Clients for custody and execution services. Clients are not obligated to use the recommended Custodian and will not incur any extra fee or cost from the Advisor associated with using a custodian not recommended by Logan Park. However, the Advisor may be limited in the services it can provide if the recommended Custodian is not engaged. Logan Park may recommend the Custodian based on criteria such as, but not limited to, reasonableness of commissions charged to the Client, services made available to the Client, its reputation, and/or location of the Custodian’s offices. Logan Park will generally recommend that Clients establish their account[s] at Charles Schwab & Co., Inc. (“Schwab”), a FINRA-registered broker-dealer and member SIPC. Schwab will serve as the Client’s “qualified custodian”. Logan Park maintains an institutional relationship with Schwab, whereby the Advisor receives economic benefits from Schwab. Please see Item 14 below. Following are additional details regarding the brokerage practices of the Advisor: 1. Soft Dollars - Soft dollars are revenue programs offered by broker-dealers/custodians whereby an advisor enters into an agreement to place security trades with the broker-dealer/custodian in exchange for research and other services. Logan Park does not participate in soft dollar programs sponsored or offered by any broker- dealer/custodian, but does receive economic benefits from the Custodian. Please see Item 14 below. 2. Brokerage Referrals - Logan Park does not receive any compensation from any third party in connection with the recommendation for establishing an account. 3. Directed Brokerage - All Clients are serviced on a “directed brokerage basis”, where Logan Park will place trades within the established account[s] at the Custodian designated by the Client. Further, all Client accounts are traded within their respective brokerage account[s]. The Advisor will not engage in any principal transactions (i.e., trade of any security from or to the Advisor’s own account) or cross transactions with other Client accounts (i.e., purchase of a security into one Client account from another Client’s account[s]). Logan Park will not be obligated to select competitive bids on securities transactions and does not have an obligation to seek the lowest available transaction costs. These costs are determined by the Custodian. B. Aggregating and Allocating Trades The primary objective in placing orders for the purchase and sale of securities for Client accounts is to obtain the most favorable net results taking into account such factors as 1) price, 2) size of the order, 3) difficulty of execution, 4) confidentiality and 5) skill required of the Custodian. Logan Park will execute its transactions through the Custodian as authorized by the Client. Logan Park may aggregate orders in a block trade or trades when securities are purchased or sold through the Custodian for multiple (discretionary) accounts in the same trading day. If a block trade cannot be executed in full LPWM, LLC dba Logan Park Page 12 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  at the same price or time, the securities actually purchased or sold by the close of each business day must be allocated in a manner that is consistent with the initial pre-allocation or other written statement. This must be done in a way that does not consistently advantage or disadvantage particular Clients’ accounts. Item 13 – Review of Accounts A. Frequency of Reviews Securities in Client accounts are monitored on a regular and continuous basis by David Benning, Chief Compliance Officer of Logan Park. Formal reviews are generally conducted at least annually or more frequently depending on the needs of the Client. B. Causes for Reviews In addition to the investment monitoring noted in Item 13.A., each Client account shall be reviewed at least annually. Reviews may be conducted more frequently at the Client’s request. Accounts may be reviewed as a result of major changes in economic conditions, known changes in the Client’s financial situation, and/or large deposits or withdrawals in the Client’s account[s]. The Client is encouraged to notify Logan Park if changes occur in the Client’s personal financial situation that might adversely affect the Client’s investment plan. Additional reviews may be triggered by material market, economic or political events. C. Review Reports The Client will receive brokerage statements no less than quarterly from the Custodian. These brokerage statements are sent directly from the Custodian to the Client. The Client may also establish electronic access to the Custodian’s website so that the Client may view these reports and their account activity. Client brokerage statements will include all positions, transactions and fees relating to the Client’s account[s]. The Advisor may also provide Clients with periodic reports regarding their holdings, allocations, and performance. Item 14 – Client Referrals and Other Compensation A. Compensation Received by Logan Park Logan Park does not receive securities commissions or other compensation from product sponsors, broker-dealers or any un-related third party. Logan Park may refer Clients to various unaffiliated, non-advisory profesionals (e.g., attorneys, accountants, estate planners) to provide certain financial services necessary to meet the goals of its Clients. Likewise, Logan Park may receive referrals of new Clients from various third-parties. Participation in Institutional Advisor Platform Logan Park has established an institutional relationship with Schwab through its “Schwab Advisor Services” unit, a division of Schwab dedicated to serving independent advisory firms like Logan Park. As a registered investment advisor participating on the Schwab Advisor Services platform, Logan Park receives access to software and related support without cost because the Advisor renders investment management services to Clients that maintain assets at Schwab. Services provided by Schwab Advisor Services benefit the Advisor and many, but not all services provided by Schwab will benefit Clients. In fulfilling its duties to its Clients, the Advisor endeavors at all times to put the interests of its Clients first. Clients should be aware, however, that the receipt of economic benefits from a custodian creates a potential conflict of interest since these benefits may influence the Advisor's recommendation of this custodian over one that does not furnish similar software, systems support, or services. Services that Benefit the Client – Schwab’s institutional brokerage services include access to a broad range of investment products, execution of securities transactions, and custody of Client’s funds and securities. Through Schwab, the Advisor may be able to access certain investments and asset classes that the Client would not be able to obtain directly or through other sources. Further, the Advisor may be able to invest in certain mutual funds and other investments without having to adhere to investment minimums that might be required if the Client were to directly access the investments. Services that May Indirectly Benefit the Client – Schwab provides participating advisors with access to technology, research, discounts and other services. In addition, the Advisor receives duplicate statements for Client accounts, the ability to deduct advisory fees, trading tools, and back office support services as part of its relationship with Schwab. These services are intended to assist the Advisor in effectively managing accounts for its Clients, but may not directly benefit all Clients. LPWM, LLC dba Logan Park Page 13 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Services that May Only Benefit the Advisor – Schwab also offers other services and financial support to Logan Park that may not benefit the Client, including: educational conferences and events, financial start-up support, consulting services and discounts for various service providers. Access to these services creates a financial incentive for the Advisor to recommend Schwab, which results in a potential conflict of interest. Logan Park believes, however, that the selection of Schwab as Custodian is in the best interests of its Clients. B. Compensation for Client Referrals The Advisor does not compensate, either directly or indirectly, any persons who are not supervised persons, for Client referrals. Item 15 – Custody All Clients must maintain their accounts with a “qualified custodian,” as described in Item 12 – Brokerage Practices. Logan Park accepts custody of a Client’s funds or securities, through the deduction of management fees from the Client’s account[s] at the Custodian, and in certain situations where Supervised Persons of Logan Park serve as trustee for certain Client relationships. Clients should review statements provided by the Custodian and compare to any reports provided by Logan Park to ensure accuracy, as the Custodian does not perform this review. Surprise Independent Examination As Logan Park is deemed to have custody over certain Client accounts and/or securities as part of their role as trustee for certain Client accounts, pursuant to securities regulations the Advisor is required to engage an independent accounting firm to perform an annual surprise examination of those assets and accounts over which Logan Park maintains custody. Any related opinions issued by an independent accounting firm are filed with the SEC and are publicly available on the SEC’s Investment Adviser Public Disclosure website (http://adviserinfo.sec.gov). If the Client gives the Advisor authority to move money from one account to another account, the Advisor may have custody of those assets. In order to avoid additional regulatory requirements, the Custodian and the Advisor have adopted safeguards to ensure that the money movements are completed in accordance with the Client’s instructions. Item 16 – Investment Discretion Logan Park generally has discretion over the selection and amount of securities to be bought or sold in Client accounts without obtaining prior consent or approval from the Client. However, these purchases or sales may be subject to specified investment objectives, guidelines, or limitations previously set forth by the Client and agreed to by Logan Park. Discretionary authority will only be authorized upon full disclosure to the Client. The granting of such authority will be evidenced by the Client's execution of an investment advisory agreement containing all applicable limitations to such authority. All discretionary trades made by Logan Park will be in accordance with each Client's investment objectives and goals. Item 17 – Voting Client Securities Logan Park does not accept proxy-voting responsibility for any Client. Clients will receive proxy statements directly from the Custodian. The Advisor will assist in answering questions relating to proxies, however, the Client retains the sole responsibility for proxy decisions and voting. Item 18 – Financial Information Neither Logan Park, nor its management, have any adverse financial situations that would reasonably impair the ability of Logan Park to meet all obligations to its Clients. Neither Logan Park, nor any of its Advisory Persons, have been subject to a bankruptcy or financial compromise. Logan Park is not required to deliver a balance sheet along with this Disclosure Brochure as the Advisor does not collect advance fees of $1,200 or more for services to be performed six months or more in the future. LPWM, LLC dba Logan Park Page 14 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Form ADV Part 2B – Brochure Supplement for David M. Benning, CIMA® Managing Partner Private Wealth Advisor Chief Compliance Officer Effective: September 3, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of David M. Benning, CIMA® (CRD# 4451037) in addition to the information contained in the LPWM LLC dba Logan Park Wealth Management (“Logan Park” or the “Advisor”, CRD# 299007) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the content of the Logan Park Disclosure Brochure or this Brochure Supplement, please contact the Advisor at (612) 315-2105. Additional information about Mr. Benning is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4451037. LPWM, LLC dba Logan Park Page 15 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Item 2 – Educational Background and Business Experience David M. Benning, CIMA®, born in 1978, is dedicated to advising Clients of Logan Park as a Private Wealth Advisor and the Chief Compliance Officer. Mr. Benning earned a Bachelor of Arts in Business Administration from University of Illinois - Champaign - Urbana in 2001. Additional information regarding Mr. Benning’s employment history is included below. Employment History: 03/2019 to Present Private Wealth Advisor and Chief Compliance Officer, LPWM, LLC dba Logan Park Wealth Management Financial Advisor, Ameriprise Financial Services, Inc. 09/2001 to 12/2018 Certified Investment Management AnalystSM (CIMA®) The CIMA certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. To earn CIMA certification, candidates must: submit an application, pass a background check and have an acceptable regulatory history; pass an online Qualification Examination; complete an in-person or online executive education program at an AACSB accredited university business school; pass an online Certification Examination; and have an acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements and have three years of financial services experience at the time of certification. CIMA certificants must adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through Investment Management Consultants Association (IMCA). Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Benning. Mr. Benning has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Benning. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Benning. However, the Advisor encourages Clients to independently view the background of Mr. Benning on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4451037. Item 4 – Other Business Activities Mr. Benning is dedicated to the investment advisory activities of Logan Park’s Clients. Mr. Benning does not have any other business activities. Item 5 – Additional Compensation Mr. Benning is dedicated to the investment advisory activities of Logan Park’s Clients. Mr. Benning does not receive any additional forms of compensation. Item 6 – Supervision Mr. Benning serves as a Private Wealth Advisor and Chief Compliance Officer of Logan Park. Mr. Benning can be reached at (612) 315-2105. LPWM, LLC dba Logan Park Page 16 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Logan Park has implemented a Code of Ethics, an internal compliance document, that guides each Supervised Person in meeting their fiduciary obligations to Clients of Logan Park. Further, Logan Park is subject to regulatory oversight by various agencies. These agencies require registration by Logan Park and its Supervised Persons. As a registered entity, Logan Park is subject to examinations by regulators, which may be announced or unannounced. Logan Park is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. LPWM, LLC dba Logan Park Page 17 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Form ADV Part 2B – Brochure Supplement for Jeffery J. Sutton, CFP® Managing Partner Private Wealth Advisor Effective: September 3, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Jeffery J. Sutton, CFP® (CRD# 4837117) in addition to the information contained in the dba Logan Park Wealth Management (“Logan Park” or the “Advisor”, CRD# 299007) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the content of the Logan Park Disclosure Brochure or this Brochure Supplement, please contact the Advisor at (612) 315-2105. Additional information about Mr. Sutton is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4837117. LPWM, LLC dba Logan Park Page 18 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Item 2 – Educational Background and Business Experience Jeffery J. Sutton, CFP®, born in 1979, is dedicated to advising Clients of Logan Park as a Private Wealth Advisor. Mr. Sutton earned a Bachelor of Arts in History and Psychology from New York University in 2001. Mr. Sutton also earned a Masters in Business Administration from University of Colorado in 2004. Additional information regarding Mr. Sutton’s employment history is included below. Employment History: Private Wealth Advisor, LPWM, LLC dba Logan Park Wealth Management Financial Advisor, Ameriprise Financial Services, Inc. 03/2019 to Present 08/2004 to 12/2018 CERTIFIED FINANCIAL PLANNER™ (“CFP®”) The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP® Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances; • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and • Ethics – Agree to be bound by CFP® Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and • Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP® Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Sutton. Mr. Sutton has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Sutton. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; LPWM, LLC dba Logan Park Page 19 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Sutton. However, the Advisor encourages Clients to independently view the background of Mr. Sutton on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4837117. Item 4 – Other Business Activities Mr. Sutton is dedicated to the investment advisory activities of Logan Park’s Clients. Mr. Sutton does not have any other business activities. Item 5 – Additional Compensation Mr. Sutton is dedicated to the investment advisory activities of Logan Park’s Clients. Mr. Sutton does not receive any additional forms of compensation. Item 6 – Supervision Mr. Sutton serves as a Private Wealth Advisor of Logan Park and is supervised by David Benning, the Chief Compliance Officer. Mr. Benning can be reached at (612) 315-2105. Logan Park has implemented a Code of Ethics, an internal compliance document, that guides each Supervised Person in meeting their fiduciary obligations to Clients of Logan Park. Further, Logan Park is subject to regulatory oversight by various agencies. These agencies require registration by Logan Park and its Supervised Persons. As a registered entity, Logan Park is subject to examinations by regulators, which may be announced or unannounced. Logan Park is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. LPWM, LLC dba Logan Park Page 20 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Form ADV Part 2B – Brochure Supplement for Cole E. Hystead, CFP® Financial Advisor Effective: September 3, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Cole E. Hystead, CFP® (CRD# 5750427) in addition to the information contained in the dba Logan Park Wealth Management (“Logan Park” or the “Advisor”, CRD# 299007) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the content of the Logan Park Disclosure Brochure or this Brochure Supplement, please contact the Advisor at (612) 315-2105. Additional information about Mr. Hystead is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5750427. LPWM, LLC dba Logan Park Page 21 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Item 2 – Educational Background and Business Experience Cole E. Hystead, CFP®, born in 1989, is dedicated to advising Clients of Logan Park as a Financial Advisor. Mr. Hystead earned a Bachelor of Science in Finance from University of Minnesota - Carlson School of Management in 2012. Additional information regarding Mr. Hystead’s employment history is included below. Employment History: Financial Advisor, LPWM LLC dba Logan Park Wealth Management Financial Advisor, Ameriprise Financial Services, Inc. 03/2019 to Present 01/2010 to 12/2018 CERTIFIED FINANCIAL PLANNER™ (“CFP®”) The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP® Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances; • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and • Ethics – Agree to be bound by CFP® Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and • Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP® Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Hystead. Mr. Hystead has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Hystead. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, LPWM, LLC dba Logan Park Page 22 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Hystead. However, the Advisor encourages Clients to independently view the background of Mr. Hystead on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5750427. Item 4 – Other Business Activities Mr. Hystead is dedicated to the investment advisory activities of Logan Park’s Clients. Mr. Hystead does not have any other business activities. Item 5 – Additional Compensation Mr. Hystead is dedicated to the investment advisory activities of Logan Park’s Clients. Mr. Hystead does not receive any additional forms of compensation. Item 6 – Supervision Mr. Hystead serves as a Financial Advisor of Logan Park and is supervised by David Benning, the Chief Compliance Officer. Mr. Benning can be reached at (612) 315-2105. Logan Park has implemented a Code of Ethics, an internal compliance document, that guides each Supervised Person in meeting their fiduciary obligations to Clients of Logan Park. Further, Logan Park is subject to regulatory oversight by various agencies. These agencies require registration by Logan Park and its Supervised Persons. As a registered entity, Logan Park is subject to examinations by regulators, which may be announced or unannounced. Logan Park is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. LPWM, LLC dba Logan Park Page 23 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  Privacy Policy Effective Date: September 3, 2025 Our Commitment to You LPWM, LLC dba Logan Park (“Logan Park” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”). Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. Logan Park (also referred to as "we", "our" and "us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you. Logan Park does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below. Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy. Why you need to know? Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information. What information do we collect from you? Social security or taxpayer identification number Assets and liabilities Name, address and phone number[s] Income and expenses E-mail address[es] Investment activity Account information (including other institutions) Investment experience and goals What Information do we collect from other sources? Custody, brokerage and advisory agreements Other advisory agreements and legal documents Transactional information with us or others Account applications and forms Investment questionnaires and suitability documents Other information needed to service account How do we protect your information? To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information. We require third parties that assist in providing our services to you to protect the personal information they receive from us. LPWM, LLC dba Logan Park Page 24 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/  How do we share your information? An RIA shares Client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information. Basis For Sharing Do we share? Can you limit? Yes No No Not Shared Yes Yes No Not Shared Servicing our Clients We may share non-public personal information with non-affiliated third parties (such as administrators, broker-dealers, custodians, regulators, credit agencies, other financial institutions) as necessary for us to provide agreed upon services to you, consistent with applicable law, including but not limited to: processing transactions; general account maintenance; responding to regulators or legal investigations; and credit reporting. Marketing Purposes Logan Park does not disclose, and does not intend to disclose, personal information with non-affiliated third parties to offer you services. Certain laws may give us the right to share your personal information with financial institutions where you are a customer and where Logan Park or the Client has a formal agreement with the financial institution. We will only share information for purposes of servicing your accounts, not for marketing purposes. Authorized Users Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent[s] or representative[s]. Information About Former Clients Logan Park does not disclose and does not intend to disclose, non-public personal information to non-affiliated third parties with respect to persons who are no longer our Clients. Changes to our Privacy Policy We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us. Periodically we may revise this Policy, and will provide you with a revised Policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing. Any Questions? You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting the Advisor at (612) 315-2105. LPWM, LLC dba Logan Park Page 25 121 S 8th Street, Suite #1110, Minneapolis, MN 55402 Phone: (612) 315-2105 | Fax: (612) 677-3092 http://lpwm.com/