# SYM FINANCIAL CORPORATION

SYM FINANCIAL CORPORATION of WINONA LAKE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 107517
- Type: SEC-registered investment adviser
- SEC file number: 801-23944
- Location: 801 PARK AVE, WINONA LAKE, IN, 46590
- Phone: 800-888-7968
- Latest filing: 2026-03-31
- Regulatory AUM: $5.8B
- Discretionary AUM: $5.1B
- Non-discretionary AUM: $675.0M
- Clients: 84
- Accounts: 6,673

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (35)

_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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107517/similar
- Related entities: https://search.stillhousedata.com/firm/107517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107517

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.