Financial ADVSR advisor directory · SEC adviser records
Sym Financial Advisors financial advisors in Fort Wayne, IN
Every SEC-registered investment adviser representative at a Sym Financial Advisors office in Fort Wayne, A to Z.
5 registered advisors work at Sym Financial Advisors in Fort Wayne, out of 30 at the firm nationwide; it ranks number 24 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Sym Financial Advisors advisors in Fort Wayne, A to Z
Every Sym Financial Advisors advisor →- Thomas R. AckmannInvestment adviser rep
- Joseph E. BrownCertified Financial Planner
- Jamie L. MitchellInvestment adviser rep
- Andrew L. PopenfooseChartered Financial Analyst
- Robert S. WhickerCertified Financial Planner
Sym Financial Advisors advisors in every city and state →Sym Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sym Financial Advisors advisors in other cities
Winona Lake, IN 16Indianapolis, IN 3Midland, MI 3Mishawaka, IN 3
Other firms in Fort Wayne
All Fort Wayne advisors →Edward Jones 26LPL Financial LLC 26Ameriprise Financial Services, LLC 22Cetera Investment Advisers LLC 17Wells Fargo Advisors Financial Network, LLC 16Phillips Financial 15Raymond James Financial Services Advisors, Inc. 14Vestia Personal Wealth Advisors 14Osaic Wealth, Inc. 13J.P. Morgan Securities LLC 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Howard Bailey Securities, LLC 10
Questions
How many financial advisors does Sym Financial Advisors have in Fort Wayne?
5 investment adviser representatives are registered at Sym Financial Advisors offices in Fort Wayne, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 30 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Sym Financial Advisors one of the largest advisor employers in Fort Wayne?
Sym Financial Advisors ranks number 24 in Fort Wayne by registered advisors; Edward Jones has the most, with 26.
How do I check a Sym Financial Advisors advisor in Fort Wayne?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.