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Financial ADVSR advisor directory · SEC adviser records

Sym Financial Advisors financial advisors in Mishawaka, IN

Every SEC-registered investment adviser representative at a Sym Financial Advisors office in Mishawaka, A to Z.

The short answer

3 registered advisors work at Sym Financial Advisors in Mishawaka, out of 30 at the firm nationwide; it ranks number 15 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Sym Financial Advisors advisors in Mishawaka, A to Z

Every Sym Financial Advisors advisor →

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 16Fort Wayne, IN 5Indianapolis, IN 3Midland, MI 3

Other firms in Mishawaka

All Mishawaka advisors →

Robert W. Baird & Co. Incorporated 14Osaic Wealth, Inc. 11Edward Jones 10Ameriprise Financial Services, LLC 9Morgan Stanley 7LPL Financial LLC 6Northwestern Mutual Investment Services, LLC 6Wells Fargo Clearing Services, LLC 6Hilltop Wealth & Tax Solutions 5LPL Enterprise, LLC 5UBS Financial Services Inc. 4Ameritas Advisory Services, LLC 3

Questions

How many financial advisors does Sym Financial Advisors have in Mishawaka?

3 investment adviser representatives are registered at Sym Financial Advisors offices in Mishawaka, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 30 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Sym Financial Advisors one of the largest advisor employers in Mishawaka?

Sym Financial Advisors ranks number 15 in Mishawaka by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 14.

How do I check a Sym Financial Advisors advisor in Mishawaka?

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.