Mitchell Kennedy (CRD# 7545306) is an Investment Advisor Representative working at Sym Financial Advisors in Midland, MI and has 1 year of experience in the finance industry. Mitchell Kennedy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Sym Financial Advisors | Midland, MI | Oct 2021 - Current | 2 |
Yeo & Yeo Cpas & Business Consultants | Saginaw, MI | May 2017 - Oct 2021 | 4 |
Saginaw Valley State University | University Center, MI | Aug 2014 - May 2018 | 3 |
Michigan High School Athletic Association | Bad Axe, MI | Apr 2016 - May 2017 | 1 |
Andrews Hooper Pavlik Plc | Saginaw, MI | Jan 2017 - Apr 2017 | < 1 |
Gemini Plastics | Ubly, MI | May 2015 - Aug 2016 | 1 |
Bad Axe High School | Bad Axe, MI | Aug 2010 - Aug 2014 | 4 |
- MI
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Total Assets Under Management4,055MILLIONS
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Total Number of Accounts5,346ACCOUNTS
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Average Account Value$758,583
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, FL, GA, IL, IN, KY, LA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
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