# SYVERSON STREGE & COMPANY

SYVERSON STREGE & COMPANY of WEST DES MOINES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 109228
- Type: SEC-registered investment adviser
- SEC file number: 801-54959
- Location: 4125 WESTOWN PARKWAY, SUITE 104, WEST DES MOINES, IA, 50266
- Phone: 515-225-6000
- Latest filing: 2026-07-13
- Regulatory AUM: $910.8M
- Discretionary AUM: $765.3M
- Non-discretionary AUM: $145.5M
- Clients: 15
- Accounts: 1,979

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Johnne David Syverson | BOARD MEMBER VBHC & CO-FOUNDER; BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | — |
| David Glenn Strege | CHAIRMAN, SECRETARY VBHC; CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER; OWNER | — |
| Lance David Gunkel | OWNER; PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | — |
| Wayne Eugene Johnson | BOARD MEMBER VBHC | — |
| Jason Lyn Gunkel | OWNER; SYVERSON STREGE CHIEF INVESTMENT OFFICER | — |
| Matthew William Roberts | OWNER; SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Meribeth Grogan | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION; SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION AND TREASURER | — |
| Matt Fletcher Roberts | OWNER | — |
| SYVERSON JOHNNE DAVID | BOARD MEMBER; BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER; CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER (+4 more) | — |
| STREGE DAVID GLENN | CHAIRMAN; CHAIRMAN/CHIEF COMPLIANCE OFFICER; CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER (+8 more) | — |
| JOHNSON BRENT EUGENE | BOARD MEMBER; BOARD MEMBER VBHC | — |
| SANDAGER JAMES PHILIP | CEO; VICE PRESIDENT | — |
| ROTH LORINDA LEE JUNKER | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS WILLIAM | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| MCKIBBAN BRIAN MATTHEW | FORMER EMPLOYEE; VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | — |
| GUNKEL LANCE DAVID | CIO, SENIOR ANALYST; COO, SENIOR ANALYST; PRESIDENT, TREASURER, CIO (+1 more) | — |
| SYVERSON JOHN ARTHUR | OWNER | — |
| MCKIBBIN BLAKE W | PRESIDENT | — |
| GUNKEL JASON LYN | SYVERSON STREGE CHIEF INVESTMENT OFFICER | — |
| GROGAN MERIBETH | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109228/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109228/similar
- Related entities: https://search.stillhousedata.com/firm/109228/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109228

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.