Tyler Scott Ostrom

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

• 06/2016 → 09/2016
  Alderfer Bergen & Co
  Warsaw, IN
• 06/2017 → 09/2017
  Blue And Co Llc
  Indianapolis, IN
• 06/2018 → 09/2020
  Blue And Co Llc
  Indianapolis, IN
• 09/2020 → 03/2022
  Wolverine Worldwide
  Rockford, MI
• 03/2022 → Present
  Sym Financial Advisors
  Winona Lake, IN
• 09/2017 → 12/2017
  Ball State University
  Muncie, IN
• 09/2016 → 06/2017
  Ball State University
  Muncie, IN
• 01/2018 → 05/2018
  Unemployed
  Muncie, IN

Other Businesses

Business: Cardinal Services - Investment-related: Yes - Business Address: 504 N. Bay Dr, Warsaw, IN 46580 - Nature of Business: Charitable - Position: Board Member, Treasurer - Start Date: 01/03/2023 - Hours/Month: 0.5 hours/month - Hours/Month During Securities Trading Hours: 0.5 hours/month - Duties: Attend board meetings, consult on finance matters, accounting

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-18

Designations

• Certified Financial Planner