Brian
Swinehart
Sym Financial Advisors
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About this Advisor
Brian Swinehart is a certified financial planner who works out of Winona Lake, Indiana who has 5 years of industry experience. Swinehart is an advisor for Sym Financial Advisors. Over the course of their career, Swinehart has held roles at Sym Financial Advisors and Zimmer Biomet. Swinehart maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. Sym Financial Advisors is a business based in Winona Lake, IN. It has offices in four locations and a total of 67 people on staff. It administers $3 billion in assets under management between its 4,634 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 4,634 customer accounts, 37% are associated with high-net-worth clients who have more than $1 million in assets available to invest. 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. Fees for financial management usually vary depending on which services are provided. Fee types billed by Sym Financial Advisors can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sym Financial Advisors Brokerage Details
$3,330,241,056
67
4,634
$718,654
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
Brian Swinehart Work History
Brian has been registered as a financial advisor for 5 years.*
Sym Financial Advisors
Zimmer Biomet
*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 Brian Swinehart 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
Indianapolis, IN
Winona Lake, IN
Winona Lake, IN
Fort Wayne, IN
Indianapolis, IN
Winona Lake, IN
Mishawaka, IN
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.
