Michelle Marie Hipskind

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

• 06/2013 → 11/2016
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 04/2013 → 11/2016
  Shelton Financial Group
  Fort Wayne, IN
• 11/2016 → Present
  Sym Financial Advisors
  Fort Wayne, IN

Previous Registrations

• 2014-09-08 → 2016-11-11
  Shelton Financial Group, Inc.
  Fort Wayne, IN
• 2012-08-10 → 2013-05-13
  Commonwealth Financial Network
  Fort Wayne, IN

Other Businesses

Business: Humane Fort Wayne Investment-related: Yes - Business Address: 4914 Hanna St, Fort Wayne, IN 46806 - Nature of Business: Charitable - Position: Member, Board of Directors- Start Date: 1/1/2021 - Hours/Month: 3 hours/month - Hours/Month During Securities Trading Hours: 1 hours/month - Duties: Attend board meetings.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-08
• S63 Uniform Securities Agent State Law Examination
  1994-07-06

Designations

• Certified Financial Planner

Other Names

• Michelle Gray
• Michelle Marie Gray