Johnne Syverson, financial advisor West Des Moines IA
93 score

Johnne Syverson

CRD Number: 1022800
Current Firm: Sherpa Investment Management

Johnne Syverson (CRD# 1022800) is an Investment Advisor Representative working at Sherpa Investment Management in West Des Moines, IA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
First Heartland Capital, Inc. West Des Moines, IA Sep 1997 - Current 19
Chartern Financeal Services Ltd W. Des Moines, IA Apr 1985 - Current 31
Ia Assurance Benefit Plans Inc. W. Des Moines, IA Jul 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
Contact Info for Johnne D. Syverson
Phone Number: 515-225-6000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    377
    MILLIONS
  • Total Number of Accounts
    1,491
    ACCOUNTS
  • Average Account Value
    $253,022
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, FL, IA, KY, MI, MN, NE, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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