SYM FINANCIAL CORPORATION of WINONA LAKE, IN is an SEC-registered investment adviser (CRD 107517). Regulatory assets under management: $5.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
Showing 25 of 35 people.
| Name | Role | Location |
|---|---|---|
| Jerald William Yeager | CHIEF EXECUTIVE OFFICER | — |
| Stephen Charles Yeager | SENIOR FINANCIAL ADVISOR | — |
| Rodney Scott Coleman | PRESIDENT | — |
| Crystal Lynn Allen | CHIEF COMPLIANCE OFFICER | — |
| Robert Seth Whicker | SENIOR FINANCIAL ADVISOR | — |
| Andrew Lee Popenfoose | CHIEF INVESTMENT OFFICER | — |
| Kristin Marie Black | CHIEF FINANCIAL OFFICER | — |
| YEAGER CHARLES VIRGIL | PRESIDENT | — |
| DONAHOE NEIL MURRAY | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT, CO- CHIEF INVESTMENT OFFICER (+1 more) | — |
| WOLFSON GEORGE STEPHEN | SENIOR VICE PRESIDENT; VP, SOUTH BEND DIVISION | — |
| YEAGER JERALD WILLIAM | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER; PRESIDENT,CHIEF EXECUTIVE OFFICER (+1 more) | — |
| YEAGER STEPHEN CHARLES | SENIOR FINANCIAL ADVISOR; SENIOR VICE PRESIDENT | — |
| COLEMAN RODNEY SCOTT | PRESIDENT; SENIOR VICE PRESIDENT | — |
| WHICKER ROBERT SETH | SENIOR FINANCIAL ADVISOR; VICE PRESIDENT | — |
| HARRISON RICHARD EDWARD | SENIOR FINANCIAL ADVISOR; VICE PRESIDENT | — |
| CREEKMORE CRYSTAL L | VICE PRESIDENT | — |
| HELFRICH JOHN FREDERICK | SENIOR FINANCIAL ADVISOR; VICE PRESIDENT | — |
| HARSTINE MICHAEL ALLEN | VP, MARKETING | — |
| WALSH WILLIAM JOSEPH | VP, MEDICAL ADVISORY SVCS. | — |
| WATSON MICHAEL P | VP, SALES | — |
| YEAGER STEPHEN C | SENIOR VICE PRESIDENT; VP, CORPORATE ADVISORY SERVICES | — |
| ALLEN MICHAEL LYNN | CHIEF COMPLIANCE OFFICER | — |
| WRIGHT TIMOTHY T | PRESIDENT, ADVISORS | — |
| COLEMAN RODNEY | MANAGING ADVISOR; SENIOR VICE PRESIDENT | — |
| FRANCO RICHARD ANTHONY | CHIEF FINANCIAL OFFICER | — |