Rodney Scott Coleman

Employer firm

Sym Financial Advisors CRD 107517

$5.81B regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → Present
  Sym Financial Advisors
  Midland, MI

Other Businesses

Business: Midland Area Community Foundation - Investment-related: Yes - Business Address: 76 Ashman Circle, Midland, MI 48640 - Nature of Business: Charitable - Position: Member, Investment Committee - Start Date: 1/1/2014 - Hours/Month: 12 Hours/Year - Hours/Month During Securities Trading Hours: 50 Hours/Year - Duties: Attend investment committee meetings. Business: Strosacker Foundation - Investment-related: Yes - Business Address: PO Box 471, Midland, MI 48640 - Nature of Business: Charitable - Position: Member, Board of Directors and Investment Committee - Start Date: 12/1/2023 - Hours/Month: 2 hours/month - Hours/Month During Securities Trading Hours: 0 - Duties: Attend Board and Committee meetings. Business: Midland Kid's First - Investment-related: Yes - Business Address: 2715 Ashman St. Midland, MI 48640 - Nature of Business: Charitable - Position: Member, Board of Directors; Treasurer - Start Date: 10/31/2020 - Hours/Month: 2 hours/month - Hours/Month During Securities Trading Hours: 1 hour/month - Duties: Lead Finance Committee. Business: MyMichigan Medical Center - Investment Related: Yes - Business Address: 4000 Wellness Drive Midland, MI 48670 - Nature of Business: Charitable - Position: Member, Investment Committee - Start Date: 12/1/2023 - Hours/Month: 1 hour/month - Hours/Month During Securities Trading Hours: 1 hour/month - Duties: Attend Investment Committee meetings.

Designations

• Certified Financial Planner

Other Names

• Rodney Coleman
• Rod Coleman