Synergy Investment Group, LLC

Synergy Investment Group, LLC (CRD# 46035) is a financial advisory firm headquartered in Kannapolis, NC. They manage $18,417,588 in 161 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $114,395
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
  • Selection of other advisers (including private fund managers)
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.

CO, NC, PA, WY

Financial Advisors at Synergy Investment Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Michael A. Sellers
CRD#: 2456744
2626 Dale Earnhardt Boulevard, Kannapolis, NC 28083
96
Wealthminder
score

Michael Sellers (CRD# 2456744) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 13 years of experience in the finance industry. Michael Sellers 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
Kenneth A. Eirkson
CRD#: 2229299
2626 Dale Earnhardt Boulevard, Kannapolis, NC 28083
93
Wealthminder
score

Kenneth Eirkson (CRD# 2229299) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 25 years of experience in the finance industry.

3
Joseph P. Hayes
CRD#: 4289211
2626 Dale Earnhardt Boulevard, Kannapolis, NC 28083
93
Wealthminder
score

Joseph Hayes (CRD# 4289211) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 12 years of experience in the finance industry.

4
Tonimarie Vaughan
CRD#: 2963070
7900 East Union Avenue, Suite 1100, Denver, CO 80237
93
Wealthminder
score

Tonimarie Vaughan (CRD# 2963070) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Denver, CO and has over 14 years of experience in the finance industry.

5
Rodney M. Hager
CRD#: 6448525
17830 Statesville Road, Cornelius, NC 28031
89
Wealthminder
score

Rodney Hager (CRD# 6448525) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Cornelius, NC and has over 2 years of experience in the finance industry.

6
Jeffrey B. Vaughn
CRD#: 2505687
2626 Dale Earnhardt Boulevard, Kannapolis, NC 28083
68
Wealthminder
score

Jeffrey Vaughn (CRD# 2505687) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 23 years of experience in the finance industry.

7
Michael T. Dipuppo
CRD#: 68521
2626 Dale Earnhardt Boulevard, Kannapolis, NC 28083
48
Wealthminder
score

Michael Dipuppo (CRD# 68521) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 36 years of experience in the finance industry.

8
Robert M. Dipuppo
CRD#: 704057
2626 Dale Earnhardt Boulevard, Kannapolis, NC 28083
48
Wealthminder
score

Robert Dipuppo (CRD# 704057) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 38 years of experience in the finance industry.

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