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Johnne David Syverson

Syverson Strege

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About Johnne David Syverson

Johnne David Syverson is a financial advisor who has been in the industry since 1982. Johnne has a strong background in financial planning, portfolio management, and charitable giving. Johnne is currently registered with the state of Iowa and is affiliated with Syverson Strege. Johnne has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.

Firm Information

Johnne Syverson is currently registered with Syverson Strege. 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.

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Johnne Syverson’s Registration & Firm History

IA

01/01/1999 - Present

Syverson Strege (WEST DES MOINES IA)

MO

11/03/1997 - 03/03/2000

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

MO

01/31/1997 - 04/09/1997

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

MA

05/02/1990 - 12/31/1996

MUTUAL SERVICE CORPORATION (BOSTON MA)

MN

09/21/1988 - 06/08/1990

C.R.I. SECURITIES, INC. (ST. PAUL MN)

NA

03/05/1982 - 05/14/1990

G. R. PHELPS & CO., INC.

NA

02/26/1987 - 09/21/1988

CONSOLIDATED RESOURCES, INC.

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Licenses & Designations

BC

Issued 12/05/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/05/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Johnne David Syverson.
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