Tyler Ostrom, financial advisor Winona Lake IN

Tyler Ostrom

CRD Number: 6494369
Current Firm: Sym Financial Advisors

Tyler Ostrom (CRD# 6494369) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sym Financial Advisors Winona Lake, IN Mar 2022 - Current 1
Wolverine Worldwide Rockford, MI Sep 2020 - Mar 2022 1
Blue And Co LLC Indianapolis, IN Jun 2018 - Sep 2020 2
Unemployed Muncie, IN Jan 2018 - May 2018 < 1
Ball State University Muncie, IN Sep 2017 - Dec 2017 < 1
Blue And Co LLC Indianapolis, IN Jun 2017 - Sep 2017 < 1
Ball State University Muncie, IN Sep 2016 - Jun 2017 < 1
Alderfer Bergen & Co Warsaw, IN Jun 2016 - Sep 2016 < 1
Ball State University Muncie, IN Sep 2015 - Jun 2016 < 1
Tippecanoe Lake Country Club Leesburg, IN Jun 2015 - Sep 2015 < 1
Ball State University Muncie, IN Sep 2014 - Jun 2015 < 1
Tippecanoe Lake Country Club Leesburg, IN Jun 2014 - Sep 2014 < 1
Ball State University Muncie, IN Sep 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2022
Contact Info for Tyler S. Ostrom
Phone Number: 800-888-7968
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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