Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Winona Lake, IN
Every SEC-registered investment adviser representative at a firm office in Winona Lake, with the firms that employ the most of them.
The short answer
20 registered advisors work in Winona Lake; the most are at Sym Financial Advisors (16). 11 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Winona Lake
| Firm | Advisors in Winona Lake |
|---|---|
| Sym Financial Advisors | 16 |
| Edward Jones news | 2 |
| LPL Financial LLC news | 1 |
| Thrivent Investment Management Inc. | 1 |
Advisors in Winona Lake, A to Z
CFP advisors in Winona Lake →- Bryan S. AanderudSym Financial Advisors
- Keith A. BeersSym Financial Advisors · Certified Financial Planner
- Jessica M. BrickerLPL Financial LLC · Certified Financial Planner
- Austin J. BurrowsSym Financial Advisors
- Sarah L. DelahantySym Financial Advisors · Certified Financial Planner
- Bradley S. DulingSym Financial Advisors · Certified Financial Planner
- Nicholas E. GraySym Financial Advisors
- Erik J. HaegelandThrivent Investment Management Inc.
- Richard E. HarrisonSym Financial Advisors
- Michelle M. HipskindSym Financial Advisors · Certified Financial Planner
- Zachary S. KernSym Financial Advisors
- Janae D. O'RourkeSym Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Tyler D. SnoverSym Financial Advisors · Certified Financial Planner
- Benjamin K. StreeterSym Financial Advisors · Certified Financial Planner
- Brian E. SwinehartSym Financial Advisors · Certified Financial Planner
- Scott D. ThiemeEdward Jones · Certified Financial Planner
- Gabriella D. TuckerSym Financial Advisors · Certified Financial Planner
- Jack A. WilliamsonEdward Jones
- Jerald W. YeagerSym Financial Advisors
- Stephen C. YeagerSym Financial Advisors
Other cities in Indiana
All of Indiana →Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43
Questions
How many financial advisors are in Winona Lake, IN?
20 investment adviser representatives are registered at firm offices in Winona Lake, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in Winona Lake?
Sym Financial Advisors, with 16 registered advisors in Winona Lake, followed by Edward Jones with 2.
How do I check a financial advisor in Winona Lake?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.