Benjamin Keith Streeter
Investment adviser representative at Sym Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8BFirm assets
Are you Benjamin Keith Streeter? Claim your profile
Contact this firm
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 AdvisorsOct 2023 to now
- Personal Wealth Partners, LLCApr 2022 to Oct 2022
- Credent Wealth ManagementJan 2020 to Oct 2023
- Garrett State BankFeb 2019 to Jan 2020
- Indiana Purdue Fort WayneAug 2016 to Dec 2019
- Custom Maintenance SolutionsMar 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7212251
- Firm CRD
- 107517