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Wayne Eugene Johnson

Syverson Strege

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About Wayne Eugene Johnson

Wayne Eugene Johnson is a registered investment advisor representative with Syverson Strege & Company, located in West Des Moines, Iowa. Wayne is a Certified Financial Planner and has been in the industry since 2001. Wayne is licensed in Iowa and has experience working with high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit sharing plans. The firm offers advisory services including financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Wayne Johnson 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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Wayne Johnson’s Registration & Firm History

IA

03/18/2011 - Present

Syverson Strege (WEST DES MOINES IA)

IA

12/14/2001 - 08/09/2007

WADDELL & REED, INC. (NEWTON IA)

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Licenses & Designations

IA

Issued 12/28/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wayne Eugene Johnson.
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