Sym Financial Advisors

Sym Financial Advisors (CRD# 107517) is a financial advisory firm headquartered in Winona Lake, IN. They manage $3,121,115,550 in 3,724 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,121
    MILLION
  • Total Number of Accounts
    3,724
    ACCOUNTS
  • Average Account Value
    $838,108
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
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.

AZ, CA, FL, GA, IL, IN, KY, LA, MI, NC, NJ, NY, OH, OR, PA, SC, TN, TX

Financial Advisors at Sym Financial Advisors
Showing 1 - 10 of 25 top financial advisors.
1
Sydney N. Cale
CRD#: 6612468
7030 Pointe Inverness Way, Suite 100, Fort Wayne, IN 46804

Sydney Cale (CRD# 6612468) is an Investment Advisor Representative working at Sym Financial Advisors in Fort Wayne, IN and has over 5 years of experience in the finance industry. Sydney Cale 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.

2
Rodney S. Coleman
CRD#: 4567937
414 Townsend Street, Suite 202, Midland, MI 48640

Rodney Coleman (CRD# 4567937) is an Investment Advisor Representative working at Sym Financial Advisors in Midland, MI and has 1 year of experience in the finance industry. Rodney Coleman 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.

3
Sarah L. Delahanty
CRD#: 6329264
801 Park Ave, Winona Lake, IN 46590

Sarah Delahanty (CRD# 6329264) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry. Sarah Delahanty 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.

4
Dennis P. Dornbier
CRD#: 6708854
801 Park Ave, Winona Lake, IN 46590

Dennis Dornbier (CRD# 6708854) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry.

5
Bradley S. Duling
CRD#: 5774144
801 Park Ave, Winona Lake, IN 46590

Bradley Duling (CRD# 5774144) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry. Bradley Duling 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.

6
Nicholas E. Gray
CRD#: 2674214
801 Park Ave, Winona Lake, IN 46590

Nicholas Gray (CRD# 2674214) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 25 years of experience in the finance industry.

7
Richard E. Harrison
CRD#: 4360187
801 Park Ave, Winona Lake, IN 46590

Richard Harrison (CRD# 4360187) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 16 years of experience in the finance industry.

8
Michelle M. Hipskind
CRD#: 2459994
801 Park Ave, Winona Lake, IN 46590

Michelle Hipskind (CRD# 2459994) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 27 years of experience in the finance industry. Michelle Hipskind 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.

9
Jonathan P. Hueftle
CRD#: 4272985
9100 Keystone Crossing, Suite 560, Indianapolis, IN 46240

Jonathan Hueftle (CRD# 4272985) is an Investment Advisor Representative working at Sym Financial Advisors in Indianapolis, IN and has over 21 years of experience in the finance industry.

10
Amanda N. Legler
CRD#: 6143627
9100 Keystone Crossing, Suite 560, Indianapolis, IN 46240

Amanda Legler (CRD# 6143627) is an Investment Advisor Representative working at Sym Financial Advisors in Indianapolis, IN and has over 8 years of experience in the finance industry. Amanda Legler 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.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.