Tyler Scott Ostrom
Investment adviser representative at Sym Financial Advisors
10 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
10 years in the industry.
- Sym Financial AdvisorsMar 2022 to now
- Wolverine WorldwideSep 2020 to Mar 2022
- Blue and Co LLCJun 2018 to Sep 2020
- UnemployedJan 2018 to May 2018
- Ball State UniversitySep 2017 to Dec 2017
- Blue and Co LLCJun 2017 to Sep 2017
- Ball State UniversitySep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 6494369
- Firm CRD
- 107517