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Benjamin Keith Streeter

Sym Financial Advisors

Winona Lake, IN

Fort Wayne, 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 2025-06-06
  • IN RA
    APPROVED
    Since 2025-06-06

Branch Locations

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

7030 Pointe Inverness Way Suite 100, Fort Wayne, IN 46804 • 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
Indiana Purdue Fort Wayne Fort Wayne IN 08/2016 12/2019
Custom Maintenance Solutions Fort Wayne IN 03/2016 02/2019
Garrett State Bank Garrett IN 02/2019 01/2020
Credent Wealth Management Auburn IN 01/2020 10/2023
Personal Wealth Partners, Llc Bloomington MN 04/2022 10/2022
Sym Financial Advisors Fort Wayne IN 10/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-17
  • S65 Uniform Investment Adviser Law Examination
    2020-11-17
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Dennis Paul Dornbier
Janae D O'Rourke
JERALD WILLIAM YEAGER
STEPHEN CHARLES YEAGER
RICHARD EDWARD HARRISON
BRIAN ERNEST SWINEHART
AUSTIN JOHNSON BURROWS
TYLER SCOTT OSTROM

Other Offices

EDWARD JONES · Winona Lake, IN
LPL FINANCIAL LLC · WINONA LAKE, IN
EDWARD JONES · WARSAW, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Warsaw, IN
INDEPENDENT FINANCIAL GROUP, LLC · WARSAW, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Warsaw, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WARSAW, IN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Warsaw, IN

More in Winona Lake, IN

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