Michelle Marie Hipskind
Investment adviser representative at Sym Financial Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Sym Financial AdvisorsNov 2016 to now
- Comprehensive Asset Management & Servicing, Inc.Jun 2013 to Nov 2016
- Shelton Financial GroupApr 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IN).
Sym Financial Advisors
Legal name: Sym Financial Corporation
$5.8BAssets managed
1,959Clients
33Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2459994
- Firm CRD
- 107517