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Chief Financial Officer · SYM Financial Advisors

Kristin M. Black

CRD 7089458 · Named on Form ADV at one SEC-registered adviser

At a glance

SYM Financial Advisors, an SEC-registered wealth manager based in Winona Lake, IN with $5.8 billion in regulatory assets, lists Kristin M. Black on its Form ADV as Chief Financial Officer.

Firms and roles

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Kristin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Kristin on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.