SYM Financial Advisors
32yrs
Top advisor for experience in Winona Lake
New
Bryan Stephen Aanderud
Financial advisor at SYM Financial Advisors
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office801 Park AVE, Winona Lake, IN 46590
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through SYM Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- Apr 2026 – nowSYM Financial AdvisorsCurrent firm
Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Bryan
How do I contact Bryan?
Call SYM Financial Advisors at 800-888-7968 and ask for Bryan Stephen Aanderud. Bryan works from the Winona Lake, IN office.
How long has Bryan been a financial advisor?
Bryan is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Bryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
SYM Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Bryan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
SYM Financial Advisors
31yrs
Top 9% for experience at SYM Financial Advisors
SYM Financial Advisors
28yrs
Top 12% for experience at SYM Financial Advisors
SYM Financial Advisors
24yrs
Top 18% for experience at SYM Financial Advisors
SYM Financial Advisors
23yrs
Top 21% for experience at SYM Financial Advisors
SYM Financial Advisors
21yrs
More experience than 73% of advisors at SYM Financial Advisors