Benjamin Keith Streeter

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

• 08/2016 → 12/2019
  Indiana Purdue Fort Wayne
  Fort Wayne, IN
• 03/2016 → 02/2019
  Custom Maintenance Solutions
  Fort Wayne, IN
• 02/2019 → 01/2020
  Garrett State Bank
  Garrett, IN
• 01/2020 → 10/2023
  Credent Wealth Management
  Auburn, IN
• 04/2022 → 10/2022
  Personal Wealth Partners, Llc
  Bloomington, MN
• 10/2023 → Present
  Sym Financial Advisors
  Fort Wayne, IN

Previous Registrations

• 2020-11-17 → 2023-10-23
  Cx Institutional, Llc
  Auburn, IN
• 2022-05-02 → 2022-10-25
  Personal Wealth Partners Llc
  Auburn, IN
  Bloomington, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-17

Designations

• Certified Financial Planner