Advisor at SYM Financial Advisors
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
SYM Financial Advisors
Location
Fort Wayne, IN 46804
Credentials
Series 65
Industry experience
6 years
Financial Planning Projects fees are negotiated per project; 50% due at start, 50% at completion; advance payments not to exceed $1,200 for projects > 6 months
$0+: .30% - 1.50% for Wealth Management (tiered based on assets) $0+: Up to 1.25% for Portfolio Management (generally less than or equal to 1.25%) $0+: .20% - .70% for Qualified Plan Consulting (tiered based on assets)
Account minimum: Generally no less than $2,500 for Wealth Management clients with emerging wealth; generally no less than $4,000 minimum annual fee for Qualified Plan Consulting clients Minimum fee: Generally no less than $2,500 minimum annual fee for Wealth Management; generally no less than $4,000 minimum annual fee for Qualified Plan Consulting
SYM Financial Advisors
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Fort Wayne, IN
Arena Wealth Management LLC
Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.
Series 66
Fort Wayne, IN
Edward Jones
Series 66
Fort Wayne, IN
Edward Jones
CFP®, Series 63, Series 66
Fort Wayne, IN
Edward Jones
Series 66
Columbia City, IN
Edward Jones
Series 66
Fort Wayne, IN
Edward Jones
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