Sycamore Financial Group

Sycamore Financial Group (CRD# 14143) is a financial advisory firm headquartered in Kokomo, IN. They manage $379,585,000 in 1,834 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    1,834
    ACCOUNTS
  • Average Account Value
    $206,971
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, IN, NE, OH, TX, VA

Financial Advisors at Sycamore Financial Group
Showing 1 - 5 of 5 top financial advisors.
1
Anita L. Faulkner
CRD#: 1575683
2713 Rockford Lane, Kokomo, IN 46902
93
Wealthminder
score

Anita Faulkner (CRD# 1575683) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 31 years of experience in the finance industry.

2
Allison T. Rumschik
CRD#: 5239290
2713 Rockford Lane, Kokomo, IN 46902
93
Wealthminder
score

Allison Rumschik (CRD# 5239290) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 11 years of experience in the finance industry.

3
Don R. Schlegelmilch
CRD#: 2261654
2713 Rockford Lane, Kokomo, IN 46902
93
Wealthminder
score

Don Schlegelmilch (CRD# 2261654) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 25 years of experience in the finance industry.

4
Brent A. Yard
CRD#: 6654799
2713 Rockford Lane, Kokomo, IN 46902
87
Wealthminder
score

Brent Yard (CRD# 6654799) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has 1 year of experience in the finance industry.

5
Craig A. Smith
CRD#: 810191
800 Main Street #307, Anderson, IN 46016
76
Wealthminder
score

Craig Smith (CRD# 810191) is an Investment Advisor Representative working at Sycamore Financial Group in Anderson, IN and has over 37 years of experience in the finance industry. Craig Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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