Stephen Lamont Lawler

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

• 07/2017 → 09/2020
  Jackson National Life Distributors Llc
  Okemos, MI
• 08/2010 → 06/2017
  Thrun Law Firm P.C.
  East Lansing, MI
• 09/2020 → Present
  Sym Financial Advisors
  Midland, MI

Other Businesses

Business: Ten 16 Recovery Network - Investment-related: Yes - Business Address: 133 N. Saginaw Rd., Midland, MI 48640 - Nature of Business: Civic - Position: Board Member, Member of Finance Committee - Start Date: 5/28/2024 -Hours/Month: 2 hours/month - Hours/Month During Securities Trading Hours: 0 hours/year - Duties: Ten annual meetings, plus four for finance; provide strategic guidance.

Designations

• Certified Financial Planner

Other Names

• Stephen Lawler