Benjamin Keith Streeter
Investment Adviser Representative at SYM Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Keith Streeter is an investment adviser representative with SYM Financial Advisors in Fort Wayne, IN, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including CX Institutional, LLC and Personal Wealth Partners LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Indiana Purdue Fort WayneAug 2016 – Dec 2019Fort Wayne, IN
- Custom Maintenance SolutionsMar 2016 – Feb 2019Fort Wayne, IN
- Garrett State BankFeb 2019 – Jan 2020Garrett, IN
- Credent Wealth ManagementJan 2020 – Oct 2023Auburn, IN
- Personal Wealth Partners, LLCApr 2022 – Oct 2022Bloomington, MN
- SYM Financial AdvisorsOct 2023 – no end date reportedFort Wayne, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SYM Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
- Comprehensive Wealth Management (tiered range)0.30%
- Comprehensive Wealth Management (tiered range upper)1.50%
- Qualified Plan Consulting (tiered range lower)0.20%
- Qualified Plan Consulting (tiered range upper)0.70%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Winona Lake, IN
- SEC file number:
- 801-23944
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at SYM Financial Advisors
Showing 12 of 33 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Keith Streeter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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