Sym Financial Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

107517

SEC number

801-23944

Firm type

RIA

Assets under management

$5.8B as of Mar 31, 2026

Website

www.linkedin.com/COMPANY/SYM-FINANCIAL-ADVISORS-INDIANA-MICHIGAN ↗

Phone

800-888-7968

Address

801 Park Ave, Winona Lake, IN, 46590

Advisors at this firm

33 in our index · page 1 of 1

• Bryan Stephen AanderudCRD 8242698 · Winona Lake, IN
  IA Registered
• Thomas Robert AckmannCRD 6042355 · Fort Wayne, IN
  IA Registered
• Keith Andrew BeersCRD 8029329 · Winona Lake, IN
  IA Registered
• Austin Johnson BurrowsCRD 4804359 · Franklin, TN
  IA Registered
  Disclosure event(s) on record
• Shane Michael BradleyCRD 7353773 · Midland, MI
  IA Registered
• Joseph Ethan BrownCRD 7353810 · Fort Wayne, IN
  IA Registered
• Rodney Scott ColemanCRD 4567937 · Midland, MI
  IA Registered
• Adam Robert CashCRD 7575045 · Indianapolis, IN
  IA Registered
• Sarah Lee DelahantyCRD 6329264 · Midland, MI
  IA Registered
• Bradley Scott DulingCRD 5774144 · Midland, MI
  IA Registered
• Dennis Paul DornbierCRD 6708854 · Fort Wayne, IN
  IA Registered
• Nicholas Eugene GrayCRD 2674214 · Fort Wayne, IN
  IA Registered
• Richard Edward HarrisonCRD 4360187 · Indianapolis, IN
  IA Registered
• Michelle Marie HipskindCRD 2459994 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Jonathan P HueftleCRD 4272985 · Indianapolis, IN
  IA Registered
• Zachary Scott KernCRD 7548393 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Stephen Lamont LawlerCRD 6831637 · Midland, MI
  IA RegisteredRegistration inactive
• Jamie Lynn MitchellCRD 7380382 · Fort Wayne, IN
  IA Registered
• Janae D O'rourkeCRD 6787157 · Midland, MI
  IA RegisteredRegistration inactive
• Tyler Scott OstromCRD 6494369 · Winona Lake, IN
  IA Registered
• Andrew Lee PopenfooseCRD 6772878 · Fort Wayne, IN
  IA Registered
• Jonathan Thomas SlocumCRD 6384240 · Mishawaka, IN
  IA Registered
• Evan Timothy StarkCRD 6064939 · Mishawaka, IN
  IA RegisteredRegistration inactive
• Brian Ernest SwinehartCRD 4541366 · Winona Lake, IN
  IA Registered
• Octavian Tuturu SayumweCRD 6895010 · Mishawaka, IN
  IA Registered
• Tyler Daniel SnoverCRD 8212215 · Midland, MI
  IA Registered
• Benjamin Keith StreeterCRD 7212251 · Fort Wayne, IN
  IA Registered
• Gabriella Diana TuckerCRD 6386885 · Winona Lake, IN
  IA RegisteredRegistration inactive
• Logan Schuyler TimbrookCRD 6573440 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Robert Seth WhickerCRD 2262135 · Fort Wayne, IN
  IA Registered
• Derek Scott WeedCRD 6256632 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Jerald William YeagerCRD 4334951 · Winona Lake, IN
  IA Registered
• Stephen Charles YeagerCRD 4334954 · Winona Lake, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.