Logan
Zimmerman
Key Investment Services LLC
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About this Advisor
Logan Zimmerman is a financial advisor operating in Avon, Indiana with 1 year of relevant experience. Zimmerman is an employee of Key Investment Services LLC. The advisor has gained experience at Charles Schwab & Co., Inc, Martin Brothers Conracting, Ball State University, Keybank, Vie At Muncie, Joyrun, Martin Brothers Contracing, Martin Brothers Contracting, Northridge High School, Middlebury Produce, Fidelity Brokerage Services LLC, Key Investment Services LLC and Fidelity Investments. Zimmerman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Key Investment Services LLC is a business that has its headquarters in Cleveland, OH. It has offices in 14 locations and a total of 1,062 financial advisors. It has $3 billion in assets under management among its 23,518 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 93 charities and foundations. Of its 23,518 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. Key Investment Services LLC provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely vary depending on the type of financial services. However, fees billed by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Logan Zimmerman Work History
Logan has been registered as a financial advisor for 1 years.*
Key Investment Services LLC
Fidelity Investments
Fidelity Brokerage Services LLC
Charles Schwab & Co., Inc
Martin Brothers Conracting
Ball State University
Keybank
Ball State University
Vie At Muncie
Joyrun
Ball State University
Martin Brothers Contracing
Ball State University
Martin Brothers Contracting
Middlebury Produce
Northridge High School
Northridge High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Logan Zimmerman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
Centerbrook, CT
Cleveland, OH
Kent, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Denver, CO
Tonawanda, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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