Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glenn Strege is a financial advisor with over 30 years of experience in the industry. David currently works at Syverson Strege, a firm that provides financial planning, portfolio management, and selection of other advisers services. David is a Certified Financial Planner™ and a Chartered Financial Analyst and has specialized experience in providing financial services to individuals, high-net-worth individuals, corporations, and charitable organizations. David is registered with the state of Iowa and Texas. Prior to joining Syverson Strege, David was employed at several firms including First Heartland Capital, Inc., Mutual Service Corporation, and R. G. Dickinson & Co..
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Selection of other advisers through third party
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
02/28/2012 - Present
Syverson Strege (WEST DES MOINES IA)
MO
11/03/1997 - 03/03/2000
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
MO
02/04/1997 - 04/09/1997
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
MA
09/27/1990 - 12/31/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
10/08/1985 - 08/23/1990
R. G. DICKINSON & CO. (DES MOINES IA)
NA
09/23/1982 - 01/16/1984
AID SECURITIES CORPORATION
NA
05/24/1982 - 09/28/1982
PLANNERS FINANCIAL SERVICES, INC.
BC
Issued 06/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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