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Jay Maurice Hinkel

Advisor at LPL Financial — Warsaw, IN 1303 E Center St

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Warsaw, IN 46580

LPL Financial logo

LPL Financial

Institution

Total advisors

22,761

Across 10,463 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jay Hinkel is a financial advisor at LPL Financial in Warsaw, IN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles across healthcare and venture sectors, including Carebridge, Strangelove Ventures, and Creative Health Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network, utilizing both discretionary and non-discretionary management with support from model portfolios and third-party research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Warsaw, IN 1303 E Center St

1303 E Center St

Warsaw IN 46580

Advisors at this office

2

Most active in

Indiana

Work history

< 1 year of industry experience

LPL Financial

2025 - Present • 1 year

Warsaw, IN

Carebridge

2024 - 2025 • 1 year

Winona Lake, IN

Strangelove Ventures

2022 - 2023 • 1 year

San Francisco, CA

Creative Health Solutions

2021 - 2024 • 3 years

Warsaw, IN

Reliant Rehabilitation

2021 - 2021 • 1 year

North Manchester, IN

Neurorestorative

2018 - 2021 • 3 years

Grand Rapids, MI

Lifeline Youth and Family Services

2015 - 2018 • 3 years

Pierceton, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Douglas K

Series 63, Series 66

Syracuse, IN

Vector Financial Services, LLC

Douglas Kronk is a financial advisor at Vector Financial Services, LLC in Huntington, Indiana, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vector Financial Services since 2011. Vector Financial Services is a state-registered independent investment adviser serving individuals, businesses, charities, and small pension plans. The firm offers financial planning, discretionary portfolio management, Social Security claiming analysis, and single-subject consulting, using a generally conservative, low-turnover approach combined with model portfolios and fundamental analysis.

Social Security optimization General retirement planning Cash flow / budgeting
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Jerald Y

Winona Lake, IN

SYM Financial Advisors

Jerald Yeager is a financial advisor at SYM Financial Advisors with 27 years of industry experience. He has been with SYM Financial Advisors since 1997. Yeager serves on the boards and investment committees of several charitable organizations, including 2nd Mile Missions, Grace College, and K21 Health Foundation. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process using a range of investment vehicles and strategies.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Joseph B

CFP®

Winona Lake, IN

SYM Financial Advisors

Joseph Brown is a CFP® professional with nine years at SYM Financial Advisors and a total of five years in the financial services industry. Prior to joining SYM, he worked at ProFed Credit Union for two years. He serves as Treasurer for Northeast Indiana Public Radio, advising on the organization’s financial condition. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform and offers wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, institutions, charities, and businesses. The firm employs a top-down tactical asset allocation process combining fundamental and technical analysis to construct customized portfolios.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Seth G

Series 66

Milford, IN

OneAscent Financial Services LLC

Seth Gerber is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gateway Wealth Partners, Advisers' Pride, LPL Financial, and Strategence Capital. Prior to his advisory roles, he was involved with The House of Life and Hope, Inc. for 14 years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and other institutions through multiple advisory teams. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various overlay and automated programs.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Richard H

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.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Evan S

CFP®, Series 66

Winona Lake, IN

SYM Financial Advisors

Evan Stark is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with SYM Financial Advisors since 2018, following prior roles at KFG Wealth Management, LLC and Korhorn Financial Group. SYM Financial Advisors is a multi-team firm managing approximately $5.8 billion across 32 advisors, serving individuals including high-net-worth clients, pension and profit-sharing plans, charities, and businesses. The firm utilizes a top-down tactical asset allocation approach guided by an Investment Committee and offers both discretionary and non-discretionary portfolio management, including an automated investment program.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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