Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Sycamore Financial Group financial advisors in Indiana

Every SEC-registered investment adviser representative at a Sycamore Financial Group office in Indiana, by city and A to Z.

The short answer

3 registered advisors work at Sycamore Financial Group in Indiana, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Kokomo (3). 2 list the CFP designation and 2 are also registered broker representatives.

Sycamore Financial Group advisors by city in Indiana

Every firm in Indiana →

Kokomo 3

Sycamore Financial Group advisors in Indiana, A to Z

Search by name →

Sycamore Financial Group advisors in every state →Sycamore Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Sycamore Financial Group financial advisors are in Indiana?

3 investment adviser representatives are registered at Sycamore Financial Group offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Where in Indiana does Sycamore Financial Group have the most advisors?

Kokomo, with 3. Sycamore Financial Group has advisors in 1 city in Indiana.

How do I check a Sycamore Financial Group advisor in Indiana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sycamore Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.