Shane
Bradley
Sym Financial Advisors
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About this Advisor
Shane Bradley is a certified financial planner working out of Midland, Michigan with 2 years of relevant experience. Bradley works at Sym Financial Advisors. Bradley has gained experience at Sym Financial Advisors and Student. Bradley is approved to work in Michigan. Sym Financial Advisors is a registered investment company operating out of Winona Lake, IN. The firm has offices in four locations and a total of 67 employees. It handles $3 billion in assets under management across its 4,634 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 4,634 accounts, 37% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a wide assortment of services, including 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 vary depending on which services are provided. However, fee types billed by Sym Financial Advisors can include any combination 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
Shane Bradley Work History
Shane has been registered as a financial advisor for 2 years.*
Sym Financial Advisors
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 Shane Bradley 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
Fort Wayne, IN
Winona Lake, IN
Winona Lake, IN
Winona Lake, IN
Indianapolis, IN
Winona Lake, IN
Winona Lake, IN
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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.
