Advisor at SYM Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Winona Lake, IN 46590
Credentials
CFA®
Industry experience
9 years
Andrew Popenfoose is a CFA® charterholder with 8 years of industry experience. He has been with SYM Financial Advisors in Winona Lake, IN since 2014. Outside of his advisory role, he serves as a board member of the Winthrop University Foundation, a charitable organization. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation approach implemented through diversified investment vehicles and strategies.
Based on SYM Financial Advisors
Based on SYM Financial Advisors
Financial Planning Projects fees agreed upon per project; 50% due at start, remaining 50% due at completion; advance payment never exceeds $1,200 for work not completed within six months.
$0+: 0.30% to 1.50% for Wealth Management (tiered based on AUM as per client agreement) $0+: Up to 1.25% for Portfolio Management (generally less than or equal to 1.25%) $0+: 0.20% to 0.70% for Qualified Plan Consulting (tiered based on AUM)
Account minimum: $2,500 Minimum fee: Generally no less than $2,500 for Wealth Management clients with emerging wealth; generally no less than $4,000 for Qualified Plan Consulting
801 Park Ave
Winona Lake, IN 46590
Indiana
SYM Financial Advisors
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Winona Lake, IN
SYM Financial Advisors
Joseph Brown is a CFP® professional with nine years of experience in the financial services industry, currently serving at SYM Financial Advisors since 2017. He previously worked at ProFed Credit Union and has a background as a student from 2011 to 2016. Outside of his advisory role, Brown serves as Treasurer for Northeast Indiana Public Radio, advising on the organization’s financial condition. SYM Financial Advisors offers wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation process implemented through diversified investment vehicles and customized strategies.
Series 65
Winona Lake, IN
SYM Financial Advisors
Richard Harrison is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with SYM Financial Advisors since 2013. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a tactical asset allocation process using model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.
CFP®, Series 66
Winona Lake, IN
SYM Financial Advisors
Evan Stark is a CFP® professional with nine years of industry experience. He has worked at SYM Financial Advisors since 2018 and previously held roles at KFG Wealth Management, Korhorn Financial Group, and Securities America Inc. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.
CFP®, ChFC®, Series 66
Winona Lake, IN
SYM Financial Advisors
Janae O’Rourke is a CFP® and ChFC® with seven years of experience in financial advisory. She is currently with SYM Financial Advisors and previously worked at Cambridge Investment Research Advisors, Ameriprise Financial Services, and Edward Jones. SYM Financial Advisors provides wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.88 billion in assets using a top-down, tactical asset allocation process implemented through diversified investment strategies and overseen by an investment committee.
CFP®, Series 63, Series 66
Winona Lake, IN
SYM Financial Advisors
Michelle Hipskind is a CFP® professional with 22 years of industry experience, currently serving at SYM Financial Advisors since 2016. Prior to that, she worked at Comprehensive Asset Management & Servicing, Inc. and Shelton Financial Group. She is a member of the board of directors for Humane Fort Wayne, a charitable organization. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation approach implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.
Series 65
Winona Lake, IN
SYM Financial Advisors
Thomas Ackmann is a financial advisor at SYM Financial Advisors with 15 years at the firm and six years of industry experience. He holds a Series 65 designation. Ackmann serves as an advisory board member for Schwab Retirement Business Services Trust & Custody Advisory Board, assisting in the development and enhancement of Schwab products and services. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.
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