Logan S. Timbrook

SYM FINANCIAL ADVISORS

FORT WAYNE, IN 46804

Some features on this profile are disabled

CRD#: 6573440

Professional summary

Logan Schuyler Timbrook, CFP® is a registered financial advisor currently at SYM FINANCIAL ADVISORS located in Fort Wayne, Indiana.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Logan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Blue Jacket Inc - Non Investment Related - 28626 South Calhoun St, Fort Wayne, IN 46807 - Charitable - Board Member - Start Date: 06/01/2021 - 4 Hours/Month - 0 Hours During Trading Hours - Finance committee member

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Schuyler Timbrook's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

December 2, 2022 - Present

SYM FINANCIAL ADVISORS

Office #1: 7030 Pointe Inverness Way Suite 100, Fort Wayne, IN 46804

RIA

CRD#: 107517

FORT WAYNE, IN

Past

January 19, 2018 - August 10, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

FT. WAYNE, IN

Past

November 9, 2017 - August 10, 2018

LPL FINANCIAL LLC

CRD#: 6413

FT. WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SYM FINANCIAL ADVISORS

SYM FINANCIAL ADVISORS | SYM FINANCIAL CORPORATION | SYM FINANCIAL CORP. DBA SYM FINANCIAL ADVISORS | SYM FINANCIAL CORP.

CRD#: 107517 / SEC#: 801-23944

RIA

Registered Investment Advisory firm - (5/15/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(12/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/18/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/9/2017

General Securities Representative Examination

Current Firm

SYM FINANCIAL ADVISORS

SYM FINANCIAL ADVISORS | SYM FINANCIAL CORPORATION | SYM FINANCIAL CORP. DBA SYM FINANCIAL ADVISORS | SYM FINANCIAL CORP.

CRD#: 107517 / SEC#: 801-23944

RIA

Registered Investment Advisory firm - (5/15/1985 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

801 Park Ave, Winona Lake, IN 46590

Mailing Address

Phone number

(800) 888-7968

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYM ADV PART 2A (7/31/2025)

Regulatory assets under management

Total Number of Accounts	5,993
AUM (Assets Under Management)	$ 4,879,622,399

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/20/2024	Cover Page	Report
06/29/2023	Cover Page	Report
12/19/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Justin Dagostino

VERTEX PARTNERS

IAR

Downers Grove, IL

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Richard Krawczeski

SEQUOIA FINANCIAL GROUP, L.L.C.

AKRON, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Logan S. Timbrook

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Schuyler Timbrook's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYM FINANCIAL ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

SYM FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2018

SIE

Date: 8/10/2018

Series 7

Date: 11/9/2017

Current Firm

SYM FINANCIAL ADVISORS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SYM FINANCIAL ADVISORS

TRUST BUT VERIFY

Similar Advisors