Brent
Yard
Sycamore Financial Group
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About this Advisor
Brent Yard is a financial advisor based in Kokomo, Indiana, working with Sycamore Financial Group. Brent has previously held positions at Indiana University and Sycamore Financial Group, Inc. Brent has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Illinois, Indiana, Nebraska, Ohio, Texas, and Virginia. Currently, Brent is part of Sycamore Financial Group, which operates out of Kokomo, Indiana. The firm has 2 offices and 4 employees. The firm manages assets totaling $665.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Sycamore Financial Group includes asset-based fees.
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Sycamore Financial Group Brokerage Details
$665,628,767
4
1,908
$348,862
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brent Yard Work History
Sycamore Financial Group, Inc
Sycamore Financial Group, Inc
Indiana University
Disclosures
Please visit the SEC profile of Brent Yard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sycamore Financial Group
Kokomo, IN
Kokomo, IN
Anderson, IN
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