Tyler OstromCRD 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.
Lpl Financial LLC
|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|
Total Assets Under Management3,330MILLIONS
Total Number of Accounts4,634ACCOUNTS
Average Account Value$718,654
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, AZ, CA, FL, GA, IL, IN, KY, LA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
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