Octavian
Sayumwe

Sym Financial Advisors

CRD#6895010
Investment Advisor
in Mishawaka, IN

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About this Advisor

Octavian Sayumwe is a certified financial planner who works in Mishawaka, Indiana who has 2 years of industry experience. Sayumwe is on the advisory team at Sym Financial Advisors. During their career, Sayumwe has held roles at Korhorn Financial Group, Everence, Sym Financial Advisors and Student. Sayumwe maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Indiana. Sym Financial Advisors is an 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 oversees $3 billion in total assets across its 4,634 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 11 charities and foundations. Of its 4,634 customer accounts, 37% are held by high-net-worth clients who have at least $1 million in investable assets. Sym Financial Advisors offers 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. Financial management fees vary depending on the type of services provided. Fees charged by Sym Financial Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

4215 Edison Lakes Parkway Suite 320
Mishawaka, IN 46545

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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

Octavian Sayumwe Work History

Octavian has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sym Financial Advisors

2019 - 2021 (2 years)

Korhorn Financial Group

2018 - 2019 (1 year)

Everence

2011 - 2018 (7 years)

Student

*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 Octavian Sayumwe 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
Richard Harrison
Winona Lake, IN
Andrew Popenfoose
Fort Wayne, IN
Michelle Hipskind
Winona Lake, IN
Nicholas Gray
Winona Lake, IN
Tyler Ostrom
Winona Lake, IN
Gabriella Tucker
Winona Lake, IN
Jonathan Slocum
Mishawaka, 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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