Logan M Zimmerman
Investment Adviser Representative at KEY Investment Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Logan M. Zimmerman is an investment adviser representative with KEY Investment Services LLC in Brooklyn, OH, where they have been registered since 2022. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and Charles Schwab & Co., Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 49
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
1 state or territory
Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., Inc.Jun 2019 – May 2020Indianapolis, IN
- Martin brothers conractingMay 2019 – Jun 2019Goshen, IN
- Ball State universityAug 2018 – May 2019Muncie, IN
- KeybankMay 2018 – Aug 2018Elkhart, IN
- ball State universityOct 2017 – May 2018muncie, IN
- Vie at MuncieMay 2017 – Oct 2017muncie, IN
- JoyrunFeb 2017 – May 2017muncie, IN
- Ball state universityAug 2016 – Feb 2017muncie, IN
- Fidelity Brokerage Services LLCMay 2020 – Feb 2021carmel, IN
- KEY Investment Services LLCMar 2022 – Apr 2023Brooklyn, OH
- Fidelity InvestmentsFeb 2021 – Mar 2022Indianapolis, IN
- KEY Investment Services LLCApr 2023 – no end date reportedBrooklyn, OH
- KeyBank NAApr 2023 – no end date reportedIndianapolis, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About KEY Investment Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 638
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Brooklyn, OH
- SEC file number:
- 801-65060
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at KEY Investment Services LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Logan M Zimmerman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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