Sycamore Financial Group

Sycamore Financial Group (CRD# 14143) is a financial advisory firm headquartered in Kokomo, IN. They manage $665,628,767 in 1,908 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2713 Rockford Lane, Kokomo, IN 46902
http://www.sycamoreweb.com
By the Numbers
  • Total Assets Under Management
    666
    MILLION
  • Total Number of Accounts
    1,908
    ACCOUNTS
  • Average Account Value
    $348,862
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, NE, NY, OH, TX, VA

Financial Advisors at Sycamore Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Allison Rumschik, financial advisor Kokomo IN
Allison T. Rumschik
CRD#: 5239290
2713 Rockford Lane, Kokomo, IN 46902

Allison Rumschik (CRD# 5239290) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 16 years of experience in the finance industry.

2
Craig Smith, financial advisor Anderson IN
Craig A. Smith
CRD#: 810191
800 Main Street #307, Anderson, IN 46016

Craig Smith (CRD# 810191) is an Investment Advisor Representative working at Sycamore Financial Group in Anderson, IN and has over 43 years of experience in the finance industry.

3
Brent Yard, financial advisor Kokomo IN
Brent A. Yard
CRD#: 6654799
2713 Rockford Lane, Kokomo, IN 46902

Brent Yard (CRD# 6654799) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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