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Michael Augustus Syman-degler

Michael Augustus Syman-degler

CFP®
SYMAN-DEGLER GROUP
Eugene, OR
·CRD# 2886918·29 years experience

Professional Summary

Michael Augustus Syman-degler, CFP®, who also goes by Michael Augustus Symandegler, Michael Symandegler, is a registered financial advisor currently at SYMAN-DEGLER GROUP, LLC located in Eugene, Oregon. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Augustus Symandegler, Michael Symandegler

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Videos & Posts

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2005

Years of Experience

29 years in the financial services industry

Current & Past Employments

SYMAN-DEGLER GROUP, LLC·CRD# 295679
RIA
1163 Olive Street #100, Eugene, OR 97401
May 24, 2018 - Present
FARMERS FINANCIAL SOLUTIONS, LLC·CRD# 103863
BD
Eugene, OR
September 13, 2001 - May 24, 2018
LOCUST STREET SECURITIES, INC.·CRD# 1703
BD
Des Moines, IA
January 4, 1999 - August 22, 2001
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
St. Petersburg, FL
June 30, 1997 - December 31, 1998

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Current Firm

SG
SYMAN-DEGLER GROUP, LLC

SYMAN-DEGLER FINANCIAL, LLC | SYMAN-DEGLER GROUP, LLC

CRD#: 295679 / SEC#: 801-113268
RIA
Registered Investment Advisory firm - SEC (6/19/2019 Terminated)
California
Registered Investment Advisory firm - California (8/3/2023 Approved)
Oregon
Registered Investment Advisory firm - Oregon (5/17/2019 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1163 Olive Street #100, Eugene, OR 97401

Phone Number

(541) 345-9681

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

602

AUM (Assets Under Management)

$59,828,339

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 11/2001 DEG5 ILLINOIS LAND TRUST, RENTAL FARMLAND, IL; 20% PASSIVE OWNER. 2) Farmers Insurance and Financial Services DBA Syman-Degler Agency. No. 1163 Olive Street, Suite 100, Eugene, OR 97401. Insurance business. Appointed agent, licensed in Oregon. 09/1993. Duties: Appointments with surplus lines brokerages. With full-time assistant, I only confirm our handling of challenging customer service issues and write the occasional new business that comes in. No active solicitation. Plan to transition the entire book of property & casualty business to prot�g�, non-affiliated firm this year. Will retain insurance license, especially for the life insurance we offer in our fee-based practice. 3-5 hours per week, 10% of time until succession plan complete, then approximately one hour per week during five-year buyout/transition period.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(8/3/2023)
IAR
Oregon
(5/24/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed May 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1997About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Augustus Syman-degler's CRS (Customer Relationship Summary).

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Michael Augustus Syman-degler
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