Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
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