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Tyler Daniel Snover

Sym Financial Advisors

Winona Lake, IN

Midland, MI

CRD 8212215

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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:

Current Employers
Sym Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-02-05
MI RA APPROVED 2026-02-05
  • IN RA
    APPROVED
    Since 2026-02-05
  • MI RA
    APPROVED
    Since 2026-02-05

Branch Locations

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

414 Townsend St #202, Midland, MI 48640 • 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
Tri-Star Trust Bank Midland MI 06/2020 11/2021
Sym Financial Advisors Midland MI 11/2021 Present
Full-Time Student N/A MI 01/2016 05/2020
  • 06/2020 → 11/2021
    Tri-Star Trust Bank
    Midland, MI
  • 11/2021 → Present
    Sym Financial Advisors
    Midland, MI
  • 01/2016 → 05/2020
    Full-Time Student
    N/A, MI
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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Janae D O'Rourke
JERALD WILLIAM YEAGER

Nearby Offices

EDWARD JONES · Winona Lake, IN
LPL FINANCIAL LLC · WINONA LAKE, IN
EDWARD JONES · WARSAW, IN

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