Logan Schuyler Timbrook
Investment Adviser Representative at SYM Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Logan Schuyler Timbrook is an investment adviser representative with SYM Financial Advisors in Fort Wayne, IN, where they have been registered since 2022. They have worked in the securities industry since 2022 and were previously registered with LPL Financial LLC. 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: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- 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.
- LPL Financial LLCJul 2016 – Aug 2018Fort Wayne, IN
- Indiana University - Purdue University Fort WayneAug 2013 – May 2017Fort Wayne, IN
- Strategic Benefit Consultants, IncSep 2017 – Aug 2018Fort Wayne, IN
- SYM Financial AdvisorsOct 2022 – no end date reportedFort Wayne, IN
- Wealth Advisors GroupAug 2018 – Oct 2022Fort Wayne, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SYM Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
- Comprehensive Wealth Management (tiered range)0.30%
- Comprehensive Wealth Management (tiered range upper)1.50%
- Qualified Plan Consulting (tiered range lower)0.20%
- Qualified Plan Consulting (tiered range upper)0.70%
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)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Winona Lake, IN
- SEC file number:
- 801-23944
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at SYM Financial Advisors
Showing 12 of 33 in the directory
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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 Schuyler Timbrook 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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