Syverson Strege

Syverson Strege (CRD# 109228) is a financial advisory firm headquartered in West Des Moines, IA. They manage $793,483,914 in 2,031 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
4125 Westown Parkway, Suite 104, West Des Moines, IA 50266
https://www.linked.com/company/syverson-strege-
By the Numbers
  • Total Assets Under Management
    793
    MILLION
  • Total Number of Accounts
    2,031
    ACCOUNTS
  • Average Account Value
    $390,686
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
The map below shows states where this firm has explicit registration only.

AZ, FL, IA, IL, KS, LA, MN, MO, NE, TX

Financial Advisors at Syverson Strege
Showing 11 - 13 of 13 top financial advisors.
11
Jerin Young, financial advisor West Des Moines IA
Jerin E. Young
CRD#: 7082982
4125 Westown Parkway, Suite 104, West Des Moines, IA 50266

Jerin Young (CRD# 7082982) is an Investment Advisor Representative working at Syverson Strege in West Des Moines, IA and has 1 year of experience in the finance industry.

12
Lance Knaack, financial advisor West Des Moines IA
Lance R. Knaack
CRD#: 5803820
4125 Westown Parkway, Suite 104, West Des Moines, IA 50266

Lance Knaack (CRD# 5803820) is an Investment Advisor Representative working at Syverson Strege in West Des Moines, IA and has 1 year of experience in the finance industry.

13
Ryan Simpson, financial advisor West Des Moines IA
Ryan D. Simpson
CRD#: 7885619
4125 Westown Parkway, Suite 104, West Des Moines, IA 50266

Ryan Simpson (CRD# 7885619) is an Investment Advisor Representative working at Syverson Strege in West Des Moines, IA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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