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Syverson Strege

Headquartered in WEST DES MOINES, IA

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Firm Information

Syverson Strege is an investment advisor based in WEST DES MOINES, IA. The firm provides advisory services in financial planning, selection of other advisers through third party, and portfolio management for individuals. Syverson Strege manages over $900 million in assets for 2174 clients, including high-net-worth individuals, charitable organizations, corporations or other businesses, and individuals other than high-net-worth.

Syverson Strege

4125 WESTOWN PARKWAY

WEST DES MOINES, IA 50266

$900.47M

Assets Under Management

38

Total Clients

12

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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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.

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selection of other advisers through third party

Selection of other advisers through third party

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.

Branch Locations (1)

SYVERSON STREGE has a total of 1 branch locations across the country.

Advisors at Syverson Strege

View All 12 Advisors
Unclaimed
Robert Daniels

CFP®, RA

WEST DES MOINES, IA

Unclaimed
David Glenn Strege

CFP®, CFA®, RA

WEST DES MOINES, IA

Unclaimed
Lance David Gunkel

CFP®, CFA®, RA

WEST DES MOINES, IA

Unclaimed
Damian L Beard

CFP®, RA

West Des Moines, IA

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Disclosures

There are no public disclosures for Syverson Strege.

Frequently Asked Questions (8)

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