Thomas
Ackmann
Sym Financial Advisors
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About this Advisor
Thomas Ackmann is a financial advisor based in Fort Wayne, Indiana, working with Sym Financial Advisors. Thomas has previously held a position at Sym Financial Advisors. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Thomas is part of Sym Financial Advisors, which operates out of Fort Wayne, Indiana. The firm has 4 offices and 75 employees. The firm manages assets totaling $4.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Sym Financial Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sym Financial Advisors Brokerage Details
$4,055,387,303
75
5,346
$758,583
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
Thomas Ackmann Work History
Sym Financial Advisors
Disclosures
Please visit the SEC profile of Thomas Ackmann 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
Winona Lake, IN
Winona Lake, IN
Winona Lake, IN
Fort Wayne, IN
Winona Lake, IN
Fort Wayne, IN
Indianapolis, IN
Winona Lake, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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