Rodney
Coleman
Sym Financial Advisors
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About this Advisor
Rodney Coleman is a certified financial planner based in Midland, Michigan with a total of 21 years of relevant experience. Coleman is on the advisory team at Sym Financial Advisors. They have worked at Sym Financial Advisors for their entire career. Coleman is registered to operate in Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, New Jersey, North Carolina, Ohio, Oregon, South Carolina and Texas. Sym Financial Advisors is a registered investment firm based out of Winona Lake, IN. The firm has offices in four locations and a total of 67 employees. It controls $3 billion in total assets between its 4,634 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 4,634 accounts, 37% belong to high-net-worth individuals who have more than $1 million in assets. The business provides a diverse set 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 charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Sym Financial Advisors most likely include any blend 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
Rodney Coleman Work History
Rodney has been registered as a financial advisor for 21 years.*
Sym Financial Advisors
*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 Rodney Coleman 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
Indianapolis, IN
Fort Wayne, IN
Winona Lake, IN
Mishawaka, IN
Indianapolis, IN
Winona Lake, 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.