Syverson Strege

Overview

Syverson Strege is an SEC registered investment adviser based in West Des Moines, IA, registered since 1997. It reports $911M in assets under management across 1,979 accounts, with 15 employees. It has 14 investment adviser representatives.

Reported AUM

$911M

Discretionary

84%

Accounts

1,979

Average account

$46K

Employees

15

Advisory reps

14

Registered since

1997

Jurisdictions

10

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Lance David Gunkel President CRD 4231652
• Johnne David Syverson Board Member Vbhc, Co-Founder CRD 1022800
• Jason Lyn Gunkel Chief Investment Officer CRD 6300116

3 more executive officers, with direct contact details

Advisory reps 3 of 14

• Teresa Marie Baumann Investment Adviser Rep CRD 5998004
• Damian L Beard Investment Adviser Rep CRD 7032866
• Jason Lyn Gunkel Investment Adviser Rep CRD 6300116

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4125 Westown Pkwy Ste 104
West Des Moines, IA 50266

County

Polk

Metro area

Des Moines-West Des Moines, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: onlyworkforyou.com

Every state, with registration dates

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