SYVERSON STREGE & COMPANY of WEST DES MOINES, IA is an SEC-registered investment adviser (CRD 109228). Regulatory assets under management: $910.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| 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 | — |