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Logan Schuyler Timbrook

Sym Financial Advisors

Fort Wayne, IN

CRD 6573440

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Employer firm

Sym Financial Advisors CRD 107517

$5.81B regulatory AUM 32 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Sym Financial Advisors

801 Park Ave, Winona Lake, IN 46590 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-12-02
  • IN RA
    APPROVED
    Since 2022-12-02

Branch Locations

7030 Pointe Inverness Way Suite 100, Fort Wayne, IN 46804 • 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
Lpl Financial Llc Fort Wayne IN 07/2016 08/2018
Indiana University - Purdue University Fort Wayne Fort Wayne IN 08/2013 05/2017
Strategic Benefit Consultants, Inc Fort Wayne IN 09/2017 08/2018
Sym Financial Advisors Fort Wayne IN 10/2022 Present
Wealth Advisors Group Fort Wayne IN 08/2018 10/2022
  • 07/2016 → 08/2018
    Fort Wayne, IN
  • 08/2013 → 05/2017
    Indiana University - Purdue University Fort Wayne
    Fort Wayne, IN
  • 09/2017 → 08/2018
    Strategic Benefit Consultants, Inc
    Fort Wayne, IN
  • 10/2022 → Present
    Fort Wayne, IN
  • 08/2018 → 10/2022
    Wealth Advisors Group
    Fort Wayne, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-18
  • S66 Uniform Combined State Law Examination
    2018-01-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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