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.
CRD# 2245020
Lpl Financial LLC
CRD# 2837589
Edward Jones
CRD# 6149818
Edward Jones
| 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 |
- IN
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.