Syverson Strege
West Des Moines, IA·SEC-registered · CRD #109228
Syverson Strege is an SEC-registered investment advisory firm in West Des Moines, IA managing $911M across 2.1k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$911M
Client accounts
2.1k
Advisory staff
13
Fee model
Fee-based
How Syverson Strege is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Syverson Strege
How much does Syverson Strege manage?
Per its most recent SEC Form ADV filing (05/19/2026), Syverson Strege reports $911M in regulatory assets under management across roughly 2.1k client accounts.
How does Syverson Strege charge?
Syverson Strege is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Syverson Strege a fiduciary?
Yes. Syverson Strege is registered with the U.S. Securities and Exchange Commission (CRD #109228), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Syverson Strege taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Syverson Strege and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in West Des Moines, IA
Profile compiled from Syverson Strege's public SEC Form ADV filing (CRD #109228, filed 05/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Syverson Strege. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Syverson Strege? Claim this profile.