AdvisorOS Directory
Claim Profile
KB

Kristin Marie Black

SYM FINANCIAL CORPORATION·WINONA LAKE, Indiana
Unclaimed Profile
801 PARK AVE, WINONA LAKE, IN 46590CRD# 7089458Firm CRD# 107517
01

About

Kristin Marie Black is a registered financial advisor based in WINONA LAKE, Indiana, affiliated with SYM FINANCIAL CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SYM FINANCIAL CORPORATION
SYM FINANCIAL ADVISORS
AUM
$4.1B
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at SYM FINANCIAL CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7089458
Firm CRD# 107517
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WINONA LAKE?

Browse all registered financial advisors in WINONA LAKE, Indiana or claim this profile if it's yours.

Browse WINONA LAKE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kristin Marie Black offer?
Kristin Marie Black specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINONA LAKE, Indiana for a consultation.
What are Kristin Marie Black's credentials?
Kristin Marie Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristin Marie Black located?
Kristin Marie Black is based in WINONA LAKE, Indiana, working with SYM FINANCIAL CORPORATION. Their office serves clients in the WINONA LAKE metropolitan area and surrounding communities.
How does Kristin Marie Black charge for services?
Kristin Marie Black's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYM FINANCIAL CORPORATION?
SYM FINANCIAL CORPORATION has approximately 75 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WINONA LAKE
Stephen Charles Yeager — SYM FINANCIAL CORPORATIONRodney Scott Coleman — SYM FINANCIAL CORPORATIONCrystal Lynn Allen — SYM FINANCIAL CORPORATIONJohn Frederick Helfrich — SYM FINANCIAL CORPORATIONJerald William Yeager — SYM FINANCIAL CORPORATION
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile