SYM Financial Corporation

SYM Financial Corporation, legally known as SYM FINANCIAL CORPORATION, is an Indiana-based company with 55 employees, 36 of which have advisory roles, serving a total of 17 clients. The firm's registration with the SEC was approved on May 15, 1985, indicating a strong compliance record.

• ANDREW LEE POPENFOOSE

  CHIEF INVESTMENT OFFICER owns less than 5%

• BRADLEY SCOTT DULING

  SENIOR FINANCIAL ADVISOR owns less than 5%

• CRYSTAL LYNN CREEKMORE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JERALD WILLIAM YEAGER

  CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%

• JOHN FREDERICK HELFRICH

  SENIOR FINANCIAL ADVISOR owns less than 5%

• JONATHAN THOMAS SLOCUM

  SENIOR FINANCIAL ADVISOR owns less than 5%

• KRISTIN MARIE BLACK

  CHIEF FINANCIAL OFFICER owns less than 5%

• RICHARD EDWARD HARRISON

  SENIOR FINANCIAL ADVISOR owns less than 5%

• ROBERT SETH WHICKER

  SENIOR FINANCIAL ADVISOR owns more than 10% but less than 25%

• RODNEY SCOTT COLEMAN

  PRESIDENT owns more than 10% but less than 25%

• SARAH LEE DELAHANTY

  SENIOR FINANCIAL ADVISOR owns less than 5%

• STEPHEN CHARLES YEAGER

  SENIOR FINANCIAL ADVISOR owns more than 10% but less than 25%

• THOMAS ROBERT ACKMANN

  SENIOR RETIREMENT PLAN ADVISOR owns less than 5%

• Castle Investment Advisory LLC
• Bedel Financial Consulting Inc
• Freeman WILL & Niemeier Inc
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• Compass Financial Advisors LLC
• Shepherd Financial Investment Advisory LLC
• Sycamore Financial Group Inc
• Market Street Wealth Management Advisors LLC
• Wabash Capital Inc
• Biechele Royce Advisors Inc

• Shares, Values, and Changes: Comparing 13F Holdings of Top Funds in Q4 2022 and Q1 2023

• VANGUARD INDEX FDS TOTAL STK MKT $34,712k
• DuPont de Nemours Inc $33,678k
• SCHWAB STRATEGIC TR $28,270k
• Dow Inc $22,119k
• CORTEVA INC $13,209k
• VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF $4,188k
• WISDOMTREE TR $2,711k
• ISHARES TR $2,038k
• VANGUARD WELLINGTON FD $1,634k
• ISHARES TR $1,117k