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Operations Manager/financial Advisor/secretary/treasurer · McKinley Financial

Logan L. Reed

CRD 7233238 · Named on Form ADV at one SEC-registered adviser

At a glance

McKinley Financial, an SEC-registered wealth manager based in Brookville, PA with $117 million in regulatory assets, lists Logan L. Reed on its Form ADV as Operations Manager/financial Advisor/secretary/treasurer, a control person.

Firms and roles

  • McKinley FinancialOperations Manager/financial Advisor/secretary/treasurerWealth manager · Brookville, PA · $117M in regulatory assets

AtlasMembers

Logan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Logan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.