Financial ADVSR advisor directory · SEC adviser records
Sym Financial Advisors financial advisors in Indiana
Every SEC-registered investment adviser representative at a Sym Financial Advisors office in Indiana, by city and A to Z.
27 registered advisors work at Sym Financial Advisors in Indiana, out of 30 nationwide; it's the firm's number 1 state by advisors, and the most are in Winona Lake (16). 16 list the CFP designation and 0 are also registered broker representatives.
Sym Financial Advisors advisors by city in Indiana
Every firm in Indiana →Sym Financial Advisors advisors in Indiana, A to Z
Search by name →- Bryan S. AanderudWinona Lake
- Thomas R. AckmannFort Wayne
- Keith A. BeersWinona Lake · Certified Financial Planner
- Joseph E. BrownFort Wayne · Certified Financial Planner
- Austin J. BurrowsWinona Lake
- Adam R. CashIndianapolis · Certified Financial Planner
- Sarah L. DelahantyWinona Lake · Certified Financial Planner
- Bradley S. DulingWinona Lake · Certified Financial Planner
- Nicholas E. GrayWinona Lake
- Richard E. HarrisonWinona Lake
- Michelle M. HipskindWinona Lake · Certified Financial Planner
- Jonathan P. HueftleIndianapolis
- Zachary S. KernWinona Lake
- Jamie L. MitchellFort Wayne
- Janae D. O'RourkeWinona Lake · Certified Financial Planner, Chartered Financial Consultant
- Andrew L. PopenfooseFort Wayne · Chartered Financial Analyst
- Octavian T. SayumweMishawaka · Certified Financial Planner
- Jonathan T. SlocumMishawaka · Certified Financial Planner
- Tyler D. SnoverWinona Lake · Certified Financial Planner
- Evan T. StarkMishawaka · Certified Financial Planner
- Benjamin K. StreeterWinona Lake · Certified Financial Planner
- Brian E. SwinehartWinona Lake · Certified Financial Planner
- Gabriella D. TuckerWinona Lake · Certified Financial Planner
- Derek S. WeedIndianapolis · Certified Financial Planner
- Robert S. WhickerFort Wayne · Certified Financial Planner
- Jerald W. YeagerWinona Lake
- Stephen C. YeagerWinona Lake
Sym Financial Advisors advisors in every state →Sym Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sym Financial Advisors in other states
Questions
How many Sym Financial Advisors financial advisors are in Indiana?
27 investment adviser representatives are registered at Sym Financial Advisors offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 30 at the firm nationwide. 16 list the CFP designation and 0 are also registered as broker representatives.
Where in Indiana does Sym Financial Advisors have the most advisors?
Winona Lake, with 16, then Fort Wayne (5). Sym Financial Advisors has advisors in 4 cities in Indiana.
How do I check a Sym Financial Advisors 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 Sym Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.