Financial ADVSR advisor directory · SEC adviser records
Sycamore Financial Group financial advisors in Kokomo, IN
Every SEC-registered investment adviser representative at a Sycamore Financial Group office in Kokomo, A to Z.
The short answer
3 registered advisors work at Sycamore Financial Group in Kokomo, out of 3 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.
Sycamore Financial Group advisors in Kokomo, A to Z
Every Sycamore Financial Group advisor →- Frederick A. MatthesInvestment adviser rep
- Allison T. RumschikCertified Financial Planner · Also a broker rep
- Craig A. SmithCertified Financial Planner · Also a broker rep
Sycamore Financial Group advisors in every city and state →Sycamore Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Kokomo
All Kokomo advisors →Creative Financial Designs, Inc. 77Edward Jones 12Raymond James Financial Services Advisors, Inc. 8Gettings Busch Wealth Management 4Independent Advisor Alliance, LLC 4LPL Financial LLC 4Osaic Wealth, Inc. 4Ameriprise Financial Services, LLC 3Ausdal Financial Partners, Inc. 3Milestone Asset Management, LLC 3Raymond James & Associates, Inc. 3
Questions
How many financial advisors does Sycamore Financial Group have in Kokomo?
3 investment adviser representatives are registered at Sycamore Financial Group offices in Kokomo, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.
Is Sycamore Financial Group one of the largest advisor employers in Kokomo?
Sycamore Financial Group ranks number 12 in Kokomo by registered advisors; Creative Financial Designs, Inc. has the most, with 77.
How do I check a Sycamore Financial Group advisor in Kokomo?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.