Kristin Black is not listed as a control person, but directly owns under 5% of SYM Financial. Kristin Black holds a Bachelor of Science from Indiana University.
SYM Financial is an investment adviser based in Winona Lake, IN, registered with the SEC since 1985. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $5.81 billion, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
Kris Black is Principal and Chief Financial Officer of SYM, based in Fort Wayne, IN. She is responsible for corporate finance, HR, facilities management, and IT oversight. Black started her career as a certified public accountant in the Fort Wayne, Indiana office of Baden, Gage and Schroeder, then created an accounting and bookkeeping practice that led her to SYM, at that time her client.
Professional designations
Listed by SYM Financial
- Certified Public Accountant
- CRD
- 7089458
- Firm
- SYM Financial · CRD 107517
- Role
- Chief Financial Officer
- In role since
- January 2019 · 7 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Winona Lake, IN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sym.com
Where does Kristin Black work?
Kristin Black has been Chief Financial Officer of Sym Financial Corporation since January 2019.
How can I verify Kristin Black’s record?
Kristin Black’s role is listed on Sym Financial Corporation’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 107517.
