Financial ADVSR advisor directory · SEC adviser records
Sym Financial Advisors financial advisors in Winona Lake, IN
Every SEC-registered investment adviser representative at a Sym Financial Advisors office in Winona Lake, A to Z.
The short answer
15 registered advisors work at Sym Financial Advisors in Winona Lake, out of 30 at the firm nationwide; it ranks number 1 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Sym Financial Advisors advisors in Winona Lake, A to Z
Every Sym Financial Advisors advisor →- Bryan S. AanderudInvestment adviser rep
- Keith A. BeersCertified Financial Planner
- Austin J. BurrowsInvestment adviser rep
- Sarah L. DelahantyCertified Financial Planner
- Bradley S. DulingCertified Financial Planner
- Nicholas E. GrayInvestment adviser rep
- Richard E. HarrisonInvestment adviser rep
- Michelle M. HipskindCertified Financial Planner
- Janae D. O'RourkeCertified Financial Planner, Chartered Financial Consultant
- Tyler D. SnoverCertified Financial Planner
- Benjamin K. StreeterCertified Financial Planner
- Brian E. SwinehartCertified Financial Planner
- Gabriella D. TuckerCertified Financial Planner
- Jerald W. YeagerInvestment adviser rep
- Stephen C. YeagerInvestment adviser rep
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
Fort Wayne, IN 6Indianapolis, IN 3Midland, MI 3Mishawaka, IN 3
Questions
How many financial advisors does Sym Financial Advisors have in Winona Lake?
15 investment adviser representatives are registered at Sym Financial Advisors offices in Winona Lake, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 30 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Sym Financial Advisors one of the largest advisor employers in Winona Lake?
Sym Financial Advisors ranks number 1 in Winona Lake by registered advisors, ahead of every other firm.
How do I check a Sym Financial Advisors advisor in Winona Lake?
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.