Shane Michael Bradley

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

• 12/2014 → Present
  Sym Financial Advisors
  Midland, MI

Other Businesses

1. Business: Midland Evangelical Free Church - Investment-related: Yes - Business Address: 7221 N. Jefferson St, Midland, MI 48642 - Nature of Business: Religious - Position: Finance Committee - Start Date: 09/20/2022 - Hours/Month: 2 hours/month - Hours/Month During Securities Trading Hours: 0 hours/month - Duties: Recommend finance & budget items. Provide financial education and advice to staff.

Designations

• Certified Financial Planner

Other Names

• Shane M Bradley