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Rodney Scott Coleman

Sym Financial Advisors

Midland, MI

Winona Lake, IN

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Current Employers
Sym Financial Advisors

801 Park Ave, Winona Lake, IN 46590 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-02-18
TX RA APPROVED 2018-08-01
MI RA APPROVED 2009-11-19
  • IN RA
    APPROVED
    Since 2025-02-18
  • TX RA
    APPROVED
    Since 2018-08-01
  • MI RA
    APPROVED
    Since 2009-11-19

Branch Locations

414 Townsend Street Suite 202, Midland, MI 48640 • United States

801 Park Ave, Winona Lake, IN 46590 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sym Financial Advisors Midland MI 05/2000 Present
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
Other Names
  • Rodney Coleman
  • Rod Coleman

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