Syverson Strege

RIASEC RegisteredEst. 1997
Total AUM
$911M
Discretionary
$765M
84% of AUM
Avg account
$460K
Accounts
1,979
Employees
15
Advisory reps
15

Firm details

Headquarters
West Des Moines, Iowa
CRD number
109228
Registered since
October 1, 1997
Website
www.onlyworkforyou.com
Custodians
CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.64%
  • Individuals5.9%
  • Corporations / Businesses3.92%
  • Pension & Profit Sharing Plans0.29%
  • Charitable Organizations0.25%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Syverson Strege is an independent registered investment adviser that has operated since the late 1990s and describes itself as a capital allocator for both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers as part of its advisory suite. Its billing combines percentage-of-AUM fees with the ability to charge hourly or fixed fees, reflecting flexibility across client engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 35%, State & Local Bonds 6%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Other 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds35%
  • State & Local Bonds6%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Jason Gunkel

    Jason Gunkel

    Chief Investment OfficerCRD 6300116

  • Matthew Roberts

    Matthew Roberts

    Chief Planning OfficerCRD 6300103

Contacts

3 of 13
  • Lance Knaack

    Lance Knaack

    Associate Financial PlannerCRD 5803820

  • Teresa Baumann

    Teresa Baumann

    Associate Financial PlannerCRD 5998004

  • Ryan Simpson

    Ryan Simpson

    Associate Financial PlannerCRD 7885619

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$367M in ETFs

Passive

4%

$15.8M

Active

95%

$352M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$142M3,196,73338.60%
Unlock additional holdings →

Location

Primary office

West Des Moines, IA

Polk

Location

West Des Moines, IA

Headquartered in West Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
Polk
Address
4125 Westown Pkwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Retireright Consulting Group

RIA

West Des Moines, IA

AUM $561MTEAM 5REPS 5

Wealth Advisors Of Iowa, LLC

RIA

West Des Moines, IA

AUM $539MTEAM 12REPS 10

Gilbert & Cook, Inc.

RIA

West Des Moines, IA

AUM $1.7BTEAM 32REPS 19

Legacy Bridge Private Family Offices

RIA

West Des Moines, IA

AUM $426MTEAM 8REPS 4

Valiant Wealth, LLC

RIA

West Des Moines, IA

AUM $423MTEAM 12REPS 3

Compass Financial Services

RIA

West Des Moines, IA

AUM $407MTEAM 12REPS 8
More RIAs in West Des Moines →All Iowa RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth