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LR

Logan L. Reed

MCKINLEY FINANCIAL
Brookville, PA 15825
Some features on this profile are disabled
CRD#: 7233238
LR

Professional summary

Logan Lee Reed, CFP® is a registered financial advisor currently at MCKINLEY FINANCIAL located in Brookville, Pennsylvania.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Logan has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Lee Reed's 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: 2021

Experience

Current

July 27, 2020 - Present

MCKINLEY FINANCIAL

Office #1: 273 Main Street, Brookville, PA 15825
RIA
CRD#: 282443
Brookville, PA

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
Pennsylvania
(7/27/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/27/2020
Uniform Investment Adviser Law Examination

Current Firm

MF
MCKINLEY FINANCIAL
MCKINLEY FINANCIAL | MCKINLEY FINANCIAL WEALTH MANAGEMENT | MCKINLEY FINANCIAL ADVISORS INC

CRD#: 282443 / SEC#:

New York
Registered Investment Advisory firm - (12/2/2019 Approved)
Pennsylvania
Registered Investment Advisory firm - (2/12/2016 Approved)
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Contact information

Main Address
273 Main Street, Brookville, PA 15825
Mailing Address
Phone number
(814) 849-8586
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts488
AUM (Assets Under Management)$ 117,248,954

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.

Company Information

MCKINLEY FINANCIAL

CRD#: 282443Brookville, PA 15825

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