SYM FINANCIAL CORPORATION

SYM FINANCIAL ADVISORS
WINONA LAKE, Indiana·17 registered advisors·CRD# 107517
SEC# 801-239444800-888-7968
01

Firm Overview

AUM
$4.1B
Regulatory assets under management
Employees
75
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SYM FINANCIAL CORPORATION

17 registered advisors
Andrew Lee Popenfoose
WINONA LAKE, Indiana
Bradley Scott Duling
WINONA LAKE, Indiana
Crystal Lynn Allen
WINONA LAKE, Indiana
Dennis Paul Dornbier
WINONA LAKE, Indiana
George Stephen Wolfson
WINONA LAKE, Indiana
Jerald William Yeager
WINONA LAKE, Indiana
John Frederick Helfrich
WINONA LAKE, Indiana
Jonathan Thomas Slocum
WINONA LAKE, Indiana
Julie Ann Shepherd
WINONA LAKE, Indiana
Kristin Marie Black
WINONA LAKE, Indiana
Neil Murray Donahoe
WINONA LAKE, Indiana
Richard Edward Harrison
WINONA LAKE, Indiana
Robert Seth Whicker
WINONA LAKE, Indiana
Rodney Scott Coleman
WINONA LAKE, Indiana
Sarah Lee Delahanty
WINONA LAKE, Indiana
Stephen Charles Yeager
WINONA LAKE, Indiana
Thomas Robert Ackmann
WINONA LAKE, Indiana
05

Office Locations

WINONA LAKE, Indiana
17 advisors

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Data sourced from SEC Form ADV filings. SYM FINANCIAL CORPORATION (CRD# 107517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.