Advisor at SYCAMORE FINANCIAL GROUP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SYCAMORE FINANCIAL GROUP
Location
Kokomo, IN 46902
Credentials
Series 65
Industry experience
< 1 year
$0 - $500,000: 1.5% for equities/stocks $500,001 - $1,500,000: 1.0% for equities/stocks $1,500,001 - $10,000,000: 0.8% for equities/stocks $10,000,001+: 0.6% for equities/stocks $0 - $500,000: 0.75% for fixed/bonds $500,001 - $1,500,000: 0.5% for fixed/bonds $1,500,001 - $10,000,000: 0.4% for fixed/bonds $10,000,001+: 0.3% for fixed/bonds $0 - $500,000: 1.0% for mutual funds $500,001 - $1,500,000: 0.75% for mutual funds $1,500,001 - $10,000,000: 0.5% for mutual funds $10,000,001+: 0.3% for mutual funds
Receives commissions and 12b-1 fees from sales of mutual funds and other securities as a broker-dealer.
Fee-only: Financial planning services are currently provided without charge to qualified clients.
Sycamore Financial
2025 - Present (1 year)
University of Illinois Champaign-Urbana Gies School of Business
2025 - Present (1 year)
CareerWise USA
2022 - 2025 (3 years)
Amazon Inc
2021 - 2023 (2 years)
Matthes Dental
2017 - 2021 (4 years)
The Correspondent - Indiana University Kokomo Student Newspaper
2015 - 2017 (2 years)
Indiana University
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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