Michelle
Hipskind

Sym Financial Advisors

CRD#2459994
Investment Advisor
in Winona Lake, IN

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About this Advisor

Michelle Hipskind is a certified financial planner working in Winona Lake, Indiana with a total of 6 years of industry experience. Hipskind is an advisor for Sym Financial Advisors. Throughout their career, Hipskind has worked at Comprehensive Asset Management & Servicing, Inc, Shelton Financial Group and Sym Financial Advisors. Hipskind maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in Indiana. Sym Financial Advisors is an advisory business based in Winona Lake, IN. The investment advisory business has offices in four locations and a total of 67 people on staff. It manages $3 billion in assets under management across its 4,634 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 4,634 accounts, 37% are held by high-net-worth individuals who have at least $1 million in assets. The business has 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 fees depend on which service is offered. However, fee types charged by Sym Financial Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

801 Park Ave
Winona Lake, IN 46590

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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

Michelle Hipskind Work History

Michelle has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Sym Financial Advisors

2013 - 2016 (3 years)

Comprehensive Asset Management & Servicing, Inc

2013 - 2016 (3 years)

Shelton Financial Group

*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 Michelle Hipskind 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

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