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Logan Alexander Summers

Liberty One Investment Management

Libertyville, IL

Kansas City, MO

CRD 6480564

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Employer firm

Liberty One Investment Management CRD 304290

$1.05B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Liberty One Investment Management

1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-10-16
  • MO RA
    APPROVED
    Since 2024-10-16

Branch Locations

1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States

Kansas City, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2016 09/2018
American Century Investment Services, Inc. Kansas City MO 01/2019 06/2024
Unemployed Kansas City MO 09/2018 01/2019
Liberty One Investment Management Libertyville IL 06/2024 Present
Kansas City Legends Soccer Club Merriam KS 10/2025 Present
  • 06/2016 → 09/2018
    St Louis, MO
  • 01/2019 → 06/2024
    American Century Investment Services, Inc.
    Kansas City, MO
  • 09/2018 → 01/2019
    Unemployed
    Kansas City, MO
  • 06/2024 → Present
    Libertyville, IL
  • 10/2025 → Present
    Kansas City Legends Soccer Club
    Merriam, KS
Previous Registrations
  • 2016-08-11 → 2018-09-27
    Blue Springs, MO
    St Louis, MO
    Blue Springs, MO
Other Businesses

1. Kansas City Legends Soccer Club; 9701 W 67th St, Merriam, KS 66203; Soccer Coach; Coaching soccer as an Independent Contractor; Start date: 10/2025; All work done after 5pm on weekdays and on weekends. No activity during trading hours; Non-securities related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-16
S66 Uniform Combined State Law Examination 2016-08-08
  • S65 Uniform Investment Adviser Law Examination
    2024-10-16
  • S66 Uniform Combined State Law Examination
    2016-08-08
Other Names
  • Logan Alexander Summers
  • Logan A Summers

View on SEC IAPD

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