Amanda
Legler

Sym Financial Advisors

CRD#6143627
Investment Advisor
in Indianapolis, IN

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About this Advisor

Amanda Legler is a certified financial planner working in Indianapolis, Indiana, who has 3 years of relevant experience. Legler is on the advisory team at Sym Financial Advisors. During their career, Legler has held roles at Principal Life Insurance Co, Princor Financial Services Corp, Legacy Practice Management and Sym Financial Advisors. Legler has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Indiana. Sym Financial Advisors is a financial advisory business that has its headquarters in Winona Lake, IN. The investment advisory business has offices in four locations and a total of 67 employees. It has $3 billion in assets under management among its 4,634 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 4,634 client accounts, 37% belong to high-net-worth clients who have at least $1 million in investable assets. Sym Financial Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on which services are provided. However, fees billed by Sym Financial Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9100 Keystone Crossing Suite 560
Indianapolis, IN 46240

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Sym Financial Advisors Brokerage Details

Total Assets Under Management

$3,330,241,056

IN Average: $1,347,246,178
Total Number of Employees

67

IN Average: 46
Total Number of Accounts

4,634

IN Average: 1,775
Average Account Size

$718,654

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Amanda Legler Work History

Amanda has been registered as a financial advisor for 3 years.*

2016 - Present (8 years)

Sym Financial Advisors

2014 - 2016 (2 years)

Legacy Practice Management

2013 - 2014 (1 year)

Principal Life Insurance Co

2013 - 2014 (1 year)

Princor Financial Services Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amanda Legler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sym Financial Advisors

Richard Harrison
Winona Lake, IN
Andrew Popenfoose
Fort Wayne, IN
Amanda Legler
Indianapolis, IN
Michelle Hipskind
Winona Lake, IN
Brian Swinehart
Winona Lake, IN
Gabriella Tucker
Winona Lake, IN
Nicholas Gray
Winona Lake, IN
Tyler Ostrom
Winona Lake, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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