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Account
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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-28 |
Branch Locations
1250 Sw State St, Ankeny, IA 50023 • United States
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Un-Employed | Ankeny | IA | 04/2018 | 12/2018 |
| Marrs Wealth Management | Ames | IA | 01/2018 | 04/2018 |
| Workiva | Ames | IA | 07/2017 | 12/2017 |
| Renewable Energy Group | Ames | IA | 09/2015 | 07/2017 |
| U.S. Bancorp Investments, Inc. | West Des Moines | IA | 12/2018 | 08/2019 |
| Syverson Strege | West Des Moines | IA | 08/2019 | 04/2020 |
| Syverson Strege | West Des Moines | IA | 04/2020 | 12/2021 |
| Syverson Strege | West Des Moines | IA | 01/2022 | 12/2023 |
| Syverson Strege | West Des Moines | IA | 01/2024 | 01/2026 |
| Lexaurum Advisors, Llc | Overland Park | KS | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
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