Rodney Scott Coleman, CFP | Financial Professional | Midland, Michigan

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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 2003

Years of Experience

24 years registered in the securities industry

Current & Past Employments

Current

SYM FINANCIAL ADVISORSCurrent·CRD# 107517

RIA

414 Townsend Street Suite 202, Midland, MI 48640

February 14, 2002 - Present

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Current Firm

SF

SYM FINANCIAL ADVISORS

SYM FINANCIAL ADVISORS | SYM FINANCIAL CORPORATION | SYM FINANCIAL CORP. DBA SYM FINANCIAL ADVISORS | SYM FINANCIAL CORP.

CRD#: 107517 / SEC#: 801-23944

RIA

Registered Investment Advisory firm - SEC (5/15/1985 Approved)

Contact Information

Main Address

801 Park Ave, Winona Lake, IN 46590

Phone Number

(800) 888-7968

# of Employees

84

SEC notice filing (24 States and Territories)

Registered to provide investment advisory services in 24 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYM ADV PART 2A (10/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,673

AUM (Assets Under Management)

$5,813,231,190

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/20/2024	Cover Page	Report

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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.

Business: Midland Area Community Foundation - Investment-related: Yes - Business Address: 76 Ashman Circle, Midland, MI 48640 - Nature of Business: Charitable - Position: Member, Investment Committee - Start Date: 1/1/2014 - Hours/Month: 12 Hours/Year - Hours/Month During Securities Trading Hours: 50 Hours/Year - Duties: Attend investment committee meetings. Business: Strosacker Foundation - Investment-related: Yes - Business Address: PO Box 471, Midland, MI 48640 - Nature of Business: Charitable - Position: Member, Board of Directors and Investment Committee - Start Date: 12/1/2023 - Hours/Month: 2 hours/month - Hours/Month During Securities Trading Hours: 0 - Duties: Attend Board and Committee meetings. Business: Midland Kid's First - Investment-related: Yes - Business Address: 2715 Ashman St. Midland, MI 48640 - Nature of Business: Charitable - Position: Member, Board of Directors; Treasurer - Start Date: 10/31/2020 - Hours/Month: 2 hours/month - Hours/Month During Securities Trading Hours: 1 hour/month - Duties: Lead Finance Committee. Business: MyMichigan Medical Center - Investment Related: Yes - Business Address: 4000 Wellness Drive Midland, MI 48670 - Nature of Business: Charitable - Position: Member, Investment Committee - Start Date: 12/1/2023 - Hours/Month: 1 hour/month - Hours/Month During Securities Trading Hours: 1 hour/month - Duties: Attend Investment Committee meetings.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SF

SYM FINANCIAL ADVISORS

SYM FINANCIAL ADVISORS | SYM FINANCIAL CORPORATION | SYM FINANCIAL CORP. DBA SYM FINANCIAL ADVISORS | SYM FINANCIAL CORP.

CRD#: 107517 / SEC#: 801-23944

RIA

Registered Investment Advisory firm - SEC (5/15/1985 Approved)

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

Indiana
(2/18/2025)

IAR

Michigan
(11/19/2009)

IAR

Texas
(8/1/2018)

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.