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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Sarah Delahanty (CRD# 6329264) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry. Sarah Delahanty 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.
Dennis Dornbier (CRD# 6708854) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry.
Bradley Duling (CRD# 5774144) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry. Bradley Duling 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.
Nicholas Gray (CRD# 2674214) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 28 years of experience in the finance industry.
Richard Harrison (CRD# 4360187) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 18 years of experience in the finance industry.
Michelle Hipskind (CRD# 2459994) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 29 years of experience in the finance industry. Michelle Hipskind 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.
Brian Swinehart (CRD# 4541366) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 21 years of experience in the finance industry. Brian Swinehart 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.
Gabriella Tucker (CRD# 6386885) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 9 years of experience in the finance industry. Gabriella Tucker 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.
Jerald Yeager (CRD# 4334951) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry.
Stephen Yeager (CRD# 4334954) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 20 years of experience in the finance industry.