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 21 - 25 of 25 top financial advisors.
21
Mitchell Kennedy, financial advisor Midland MI
Mitchell C. Kennedy
CRD#: 7545306
414 Townsend St, Midland, MI 48640

Mitchell Kennedy (CRD# 7545306) is an Investment Advisor Representative working at Sym Financial Advisors in Midland, MI and has 1 year of experience in the finance industry.

22
Stephen Lawler, financial advisor Midland MI
Stephen L. Lawler
CRD#: 6831637
414 Townsend Street, Suite 202, Midland, MI 48640

Stephen Lawler (CRD# 6831637) is an Investment Advisor Representative working at Sym Financial Advisors in Midland, MI and has 1 year of experience in the finance industry.

23
Jamie Mitchell, financial advisor Fort Wayne IN
Jamie L. Mitchell
CRD#: 7380382
7030 Pointe Inverness Way, Suite 100, Fort Wayne, IN 46804

Jamie Mitchell (CRD# 7380382) is an Investment Advisor Representative working at Sym Financial Advisors in Fort Wayne, IN and has 1 year of experience in the finance industry.

24
Tyler Ostrom, financial advisor Winona Lake IN
Tyler S. Ostrom
CRD#: 6494369
801 Park Ave, Winona Lake, IN 46590

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.

25
Octavian Sayumwe, financial advisor Mishawaka IN
Octavian T. Sayumwe
CRD#: 6895010
4215 Edison Lakes Parkway, Suite 320, Mishawaka, IN 46545

Octavian Sayumwe (CRD# 6895010) is an Investment Advisor Representative working at Sym Financial Advisors in Mishawaka, IN and has over 4 years 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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