Janae O'rourke
Janae O'rourke is a CFP, ChFC-designated registered investment advisor at Sym Financial Advisors, based in Winona Lake, IN, with 7 years of industry experience. Janae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,801 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SYM Financial Advisors offers investment management services where fees are calculated as a percentage of the value of your portfolio. The annual fee generally ranges from 0.30% to 1.50%. There is a minimum annual fee that is generally no less than $2,500 for clients with emerging wealth. SYM also offers an automated investment program.
Location
801 Park Ave, Winona Lake, IN, 46590
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Janae is an advisory representative of a Registered Investment Advisor (RIA) and an independent insurance agent for various independent insurance companies, dedicating a few hours per week to each. She is also a financial advisor for Lerner Financial, spending full-time hours there.
Employment History
Current Registrations
Sym Financial Advisors
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.