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Michael Augustus Syman-degler

Syman-Degler Group, LLC

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About Michael Augustus Syman-degler

Michael Syman-degler is a financial professional with over 25 years of experience in the industry. Michael is currently a registered investment advisor representative with Syman-Degler Group, LLC, a firm that provides financial planning and portfolio management services to individuals and businesses. Prior to joining Syman-Degler Group, LLC, Michael was a registered representative with Farmers Financial Solutions, LLC and Locust Street Securities, Inc. Michael holds a Series 7 and Series 63 license and has earned the Certified Financial Planner designation. Michael's experience and expertise help him provide clients with a range of financial services, including investment management, retirement planning, and estate planning.

Firm Information

Michael Syman-degler is currently registered with Syman-Degler Group, LLC. Syman-Degler Group, LLC is a financial advisory firm with a focus on financial planning, pension consulting, and portfolio management for both individuals and high-net-worth clients. They manage over $39 million in assets for approximately 384 clients, including individuals, high-net-worth individuals, and pension plans. The firm also assists clients with selecting other advisors and offers educational seminars.

$39.69M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Syman-degler’s Registration & Firm History

OR

12/11/2024 - Present

Syman-Degler Group, LLC (Eugene OR)

OR

09/13/2001 - 05/24/2018

FARMERS FINANCIAL SOLUTIONS, LLC (EUGENE OR)

IA

01/04/1999 - 08/22/2001

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

FL

06/30/1997 - 12/31/1998

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 07/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Augustus Syman-degler. Review regulatory record here.
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