Andrew Popenfoose has been Chief Investment Officer of SYM Financial since October 2016, is a control person of the firm and directly owns between 5% and 10% of it. Andrew Popenfoose holds a Bachelor of Science in Management from Purdue University, a Master of Science in Finance from Purdue University and a Master of Business Administration from Winthrop University.
Sym Financial Corporation is a Winona Lake, IN firm with $5.81B under management, 1,959 clients and 49 advisers across 6 offices, as of its March 2026 filing.
Andy Popenfoose is Principal and Chief Investment Officer of SYM, based in Fort Wayne, IN. As Chief Investment Officer he leads the investment department and explains SYM’s research and strategies at the CIO Corner. Before joining SYM, Popenfoose lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business.
- Sym Financial AdvisorsCurrent– present · 9 yearsFort Wayne, IN · Adviser representative · Firm CRD 107517
Professional designations
Listed by SYM Financial
- Chartered Financial Analyst®
Investment adviser representative registrations
Andrew Popenfoose is registered as an investment adviser representative in Indiana, since March 2017.
- IndianaSince 31 March 2017
Examinations
No examinations are on Andrew Popenfoose’s record.
- Full name
- Andrew Lee Popenfoose
- CRD
- 6772878
- Firm
- SYM Financial · CRD 107517
- Role
- Chief Investment Officer
- Office
- 7030 POINTE INVERNESS WAY, SUITE 100, Fort Wayne, IN 46804
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sym.com
Where does Andrew Popenfoose work?
Andrew Popenfoose has been Chief Investment Officer of Sym Financial Corporation since October 2016, and is a control person of the firm.
Is Andrew Popenfoose a financial advisor?
Yes. Andrew Popenfoose has a current investment-adviser registration in Indiana, through SYM Financial since March 2017.
How many years of experience does Andrew Popenfoose have?
Andrew Popenfoose has 9 years in the financial industry, since March 2017, across 1 adviser firm.
Where is Andrew Popenfoose based?
Andrew Popenfoose’s registered office is in Fort Wayne, IN.
Is Andrew Popenfoose registered with FINRA?
No. Andrew Popenfoose has no current broker registration.
Is Andrew Popenfoose a CFA charterholder?
SYM Financial lists Andrew Popenfoose with the CFA credential (“Chartered Financial Analyst®”) on its website. CFA Institute confirms certification status.
How can I verify Andrew Popenfoose’s record?
Search CRD 6772878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Popenfoose’s full registration record.
