Sym Financial Advisors

Sym Financial Advisors (CRD# 107517) is a financial advisory firm headquartered in Winona Lake, IN. They manage $4,055,387,303 in 5,346 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
801 Park Ave, Winona Lake, IN 46590
https://www.youtube.com/channel/ucoqts0ta2icxsn6dd-9r6bw
By the Numbers
  • Total Assets Under Management
    4,055
    MILLION
  • Total Number of Accounts
    5,346
    ACCOUNTS
  • Average Account Value
    $758,583
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sym Financial Advisors
Showing 11 - 20 of 25 top financial advisors.
11
Evan Stark, financial advisor Mishawaka IN
Evan T. Stark
CRD#: 6064939
4215 Edison Lakes Parkway, Suite 320, Mishawaka, IN 46545

Evan Stark (CRD# 6064939) is an Investment Advisor Representative working at Sym Financial Advisors in Mishawaka, IN and has over 8 years of experience in the finance industry.

12
Brian Swinehart, financial advisor Winona Lake IN
Brian E. Swinehart
CRD#: 4541366
801 Park Ave, Winona Lake, IN 46590

Brian Swinehart (CRD# 4541366) 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.

13
Gabriella Tucker, financial advisor Winona Lake IN
Gabriella D. Tucker
CRD#: 6386885
801 Park Ave, Winona Lake, IN 46590

Gabriella Tucker (CRD# 6386885) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 9 years of experience in the finance industry.

14
Derek Weed, financial advisor Indianapolis IN
Derek S. Weed
CRD#: 6256632
9100 Keystone Crossing, Suite 560, Indianapolis, IN 46240

Derek Weed (CRD# 6256632) is an Investment Advisor Representative working at Sym Financial Advisors in Indianapolis, IN and has over 10 years of experience in the finance industry.

15
Robert Whicker, financial advisor Fort Wayne IN
Robert S. Whicker
CRD#: 2262135
7030 Pointe Inverness Way, Suite 100, Fort Wayne, IN 46804

Robert Whicker (CRD# 2262135) is an Investment Advisor Representative working at Sym Financial Advisors in Fort Wayne, IN and has over 30 years of experience in the finance industry.

16
Jerald Yeager, financial advisor Winona Lake IN
Jerald W. Yeager
CRD#: 4334951
801 Park Ave, Winona Lake, IN 46590

Jerald Yeager (CRD# 4334951) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry.

17
Stephen Yeager, financial advisor Winona Lake IN
Stephen C. Yeager
CRD#: 4334954
801 Park Ave, Winona Lake, IN 46590

Stephen Yeager (CRD# 4334954) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 20 years of experience in the finance industry.

18
Thomas Ackmann, financial advisor Fort Wayne IN
Thomas R. Ackmann
CRD#: 6042355
7030 Pointe Inverness Way, Suite 100, Fort Wayne, IN 46804

Thomas Ackmann (CRD# 6042355) is an Investment Advisor Representative working at Sym Financial Advisors in Fort Wayne, IN and has over 4 years of experience in the finance industry.

19
Shane Bradley, financial advisor Midland MI
Shane M. Bradley
CRD#: 7353773
414 Townsend Street, Suite 202, Midland, MI 48640

Shane Bradley (CRD# 7353773) is an Investment Advisor Representative working at Sym Financial Advisors in Midland, MI and has 1 year of experience in the finance industry.

20
Joseph Brown, financial advisor Fort Wayne IN
Joseph E. Brown
CRD#: 7353810
7030 Pointe Inverness Way, Suite 100, Fort Wayne, IN 46804

Joseph Brown (CRD# 7353810) is an Investment Advisor Representative working at Sym Financial Advisors in Fort Wayne, IN and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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