Rodney Coleman has been President of SYM Financial since May 2010, is a control person of the firm and directly owns between 10% and 25% of it. Rodney Coleman holds a Bachelor of Science in Economics from U.S. Naval Academy and a Master of Business Administration from the University of Chicago, Booth School of Business.
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.
Rod Coleman is President & CEO, Senior Financial Advisor of SYM, based in Midland, MI. Coleman oversees SYM’s offerings, including portfolio management, financial planning, estate planning, risk management and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans. He serves on the SYM Investment Committee.
- Sym Financial AdvisorsCurrent– present · 24 yearsMidland, MI · Adviser representative · Firm CRD 107517
Professional designations
Listed by SYM Financial
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
Rodney Coleman is registered as an investment adviser representative in 3 states. The first approvals date from November 2009; the most recent is Indiana, in February 2025.
- IndianaSince 18 February 2025
- MichiganSince 19 November 2009
- TexasSince 1 August 2018
Examinations
No examinations are on Rodney Coleman’s record.
- Full name
- Rodney Scott Coleman
- CRD
- 4567937
- Firm
- SYM Financial · CRD 107517
- Role
- President
- Office
- 414 TOWNSEND STREET, SUITE 202, Midland, MI 48640
- Registration
- Investment adviser registration
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sym.com
Where does Rodney Coleman work?
Rodney Coleman has been President of Sym Financial Corporation since May 2010, and is a control person of the firm.
Is Rodney Coleman a financial advisor?
Yes. Rodney Coleman has a current investment-adviser registration in Indiana, Michigan and Texas, through SYM Financial since February 2002.
How many years of experience does Rodney Coleman have?
Rodney Coleman has 24 years in the financial industry, since February 2002, across 1 adviser firm.
Where is Rodney Coleman based?
Rodney Coleman’s registered office is in Midland, MI.
Is Rodney Coleman registered with FINRA?
No. Rodney Coleman has no current broker registration.
Is Rodney Coleman a CFP?
SYM Financial lists Rodney Coleman with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
Source: Rod Coleman biography, sym.com
How can I verify Rodney Coleman’s record?
Search CRD 4567937 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rodney Coleman’s full registration record.
