Sym Financial Advisors

Sym Financial Advisors (CRD# 107517) is a financial advisory firm headquartered in Winona Lake, IN. They manage $1,737,974,014 in 3,684 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,738
    MILLION
  • Total Number of Accounts
    3,684
    ACCOUNTS
  • Average Account Value
    $471,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

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

Financial Advisors at Sym Financial Advisors
Showing 1 - 10 of 21 top financial advisors.
1
Neil M. Donahoe
CRD#: 1579941
100 Capital Drive , Warsaw, IN 46582
93
Wealthminder
score

Neil Donahoe (CRD# 1579941) is an Investment Advisor Representative working at Sym Financial Advisors in Warsaw, IN and has over 30 years of experience in the finance industry.

2
Nicholas E. Gray
CRD#: 2674214
801 Park Ave, Winona Lake, IN 46590
93
Wealthminder
score

Nicholas Gray (CRD# 2674214) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 21 years of experience in the finance industry.

3
Barry K. Hall
CRD#: 4647631
100 Capital Dr., Warsaw, IN 46582
93
Wealthminder
score

Barry Hall (CRD# 4647631) is an Investment Advisor Representative working at Sym Financial Advisors in Warsaw, IN and has over 15 years of experience in the finance industry.

4
Richard E. Harrison
CRD#: 4360187
801 Park Ave, Winona Lake, IN 46590
93
Wealthminder
score

Richard Harrison (CRD# 4360187) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 12 years of experience in the finance industry.

5
William D. Heffelfinger
CRD#: 4647629
100 Capital Dr., Warsaw, IN 46582
93
Wealthminder
score

William Heffelfinger (CRD# 4647629) is an Investment Advisor Representative working at Sym Financial Advisors in Warsaw, IN and has over 15 years of experience in the finance industry.

6
John F. Helfrich
CRD#: 1246096
100 Capital Drive, Warsaw, IN 46582
93
Wealthminder
score

John Helfrich (CRD# 1246096) is an Investment Advisor Representative working at Sym Financial Advisors in Warsaw, IN and has over 33 years of experience in the finance industry.

7
Jonathan P. Hueftle
CRD#: 4272985
100 Capital Drive, Warsaw, IN 46582
93
Wealthminder
score

Jonathan Hueftle (CRD# 4272985) is an Investment Advisor Representative working at Sym Financial Advisors in Warsaw, IN and has over 17 years of experience in the finance industry.

8
Caroline F. Jagger
CRD#: 2524098
801 Park Ave, Winona Lake, IN 46590
93
Wealthminder
score

Caroline Jagger (CRD# 2524098) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 19 years of experience in the finance industry.

9
Kevin G. Kruggle
CRD#: 4647633
100 Capital Dr., Warsaw, IN 46582
93
Wealthminder
score

Kevin Kruggle (CRD# 4647633) is an Investment Advisor Representative working at Sym Financial Advisors in Warsaw, IN and has over 15 years of experience in the finance industry.

10
Jeffrey M. McGowan
CRD#: 4647271
100 Capital Dr., Warsaw, IN 46582
93
Wealthminder
score

Jeffrey McGowan (CRD# 4647271) is an Investment Advisor Representative working at Sym Financial Advisors in Warsaw, IN and has over 15 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.