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.
Credentials
CFP®
Experience Industry experience
5 years
Location
Winona Lake, IN 46590
SYM Financial Advisors
Multi-team
Clients per advisor
55 TypicalAvg AUM per client
$2,111,423 Very HighHNW client ratio
47% Very HighJoseph 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.
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
Winona Lake, IN
801 Park Ave
Winona Lake IN 46590
Advisors at this office
27
Indiana
5 years of industry experience
SYM Financial Advisors
2017 - Present • 9 years
Fort Wayne, IN
ProFed Credit Union
2015 - 2017 • 2 years
Fort Wayne, IN
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.
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.
Series 65
Winona Lake, IN
SYM Financial Advisors
Richard Harrison is a financial advisor with SYM Financial Advisors, holding a Series 65 designation and 18 years of industry experience. He has worked at SYM Financial Advisors since 2013 and previously held roles at Uvest Financial Services Group, Inc. and Harrington Wealth Management Co. SYM Financial Advisors manages approximately $5.8 billion through a platform of 32 advisors, providing wealth management, financial planning, portfolio management, and qualified retirement plan consulting to individuals, pension plans, charities, and businesses. The firm employs a top-down tactical asset allocation approach, utilizing both fundamental and technical analysis, and offers discretionary and non-discretionary management services, including an automated investment program.
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.
CFP®, ChFC®, Series 66
Winona Lake, IN
SYM Financial Advisors
Janae O'Rourke is a CFP® and ChFC® with eight years of experience in the financial services industry. She currently works at SYM Financial Advisors and has previously been employed by Cambridge Investment Research Advisors, Ameriprise Financial Services, and Edward Jones. SYM Financial Advisors is a multi-team firm managing approximately $5.8 billion and serving around 1,800 clients, including high-net-worth individuals, pension plans, charities, and businesses. The firm employs a top-down tactical asset allocation process and offers a range of services including wealth management, financial planning, portfolio management, and qualified retirement plan consulting.
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 Series 65 licensed advisor with SYM Financial Advisors in Winona Lake, IN, where he has worked since 2011. He has seven years of industry experience and serves as an advisory board member for Schwab Retirement Business Services Trust & Custody Advisory Board. SYM Financial Advisors manages approximately $5.8 billion through a 32-advisor multi-team platform, providing wealth management, financial planning, portfolio management, and qualified retirement plan consulting to individuals, pension plans, charities, and businesses. The firm emphasizes tactical asset allocation guided by an Investment Committee and employs both fundamental and technical analysis in constructing portfolios.
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