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Michael Jay Murkins

Syverson Strege

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About Michael Jay Murkins

Michael Jay Murkins is an investment advisor representative associated with Syverson Strege. Michael has been in the industry since 2011. Michael holds licenses in Iowa and has been actively registered with the state since 2020. Michael has a CFP designation and has earned several FINRA securities licenses such as Series 6, 7, 66, and SIE. Michael has prior experience with firms like U.S. Bancorp Investments, Inc. and Principal Funds Distributor, Inc. Syverson Strege is an independent investment advisor based in West Des Moines, Iowa. The firm offers financial planning, portfolio management, and selection of other advisers through third party to individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Michael Murkins 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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Michael Murkins’s Registration & Firm History

IA

12/22/2020 - Present

Syverson Strege (WEST DES MOINES IA)

IA

02/15/2019 - 08/12/2019

U.S. BANCORP INVESTMENTS, INC. (WEST DES MOINES IA)

IA

09/18/2014 - 10/02/2015

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

IA

09/18/2014 - 09/28/2015

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

IA

10/21/2011 - 04/08/2013

DIRECTED SERVICES LLC (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 05/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2014

Series 7 - General Securities Representative Examination

BC

Issued 10/20/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Jay Murkins.
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