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Tim Adrian Roemmich

Syverson Strege

West Des Moines, IA

CRD 2542999

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Employer firm

Syverson Strege CRD 109228

$911M regulatory AUM 46 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SELECTION OF OTHER ADVISERS THROUGH THIRD PARTY

From the firm’s Form ADV. Read the guides:

Current Employers
Syverson Strege

4125 Westown Parkway Suite 104, West Des Moines, IA 50266 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2011-03-18
  • IA RA
    APPROVED
    Since 2011-03-18

Branch Locations

4125 Westown Parkway Suite 104, West Des Moines, IA 50266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Syverson Strege & Company West Des Moines IA 11/2004 Present
  • 11/2004 → Present
    Syverson Strege & Company
    West Des Moines, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-18
S63 Uniform Securities Agent State Law Examination 2000-05-02
  • S65 Uniform Investment Adviser Law Examination
    2000-05-18
  • S63 Uniform Securities Agent State Law Examination
    2000-05-02
Designations
  • Certified Financial Planner
Other Names
  • Tim A Roemmich
  • Timmy A. Roemmich

View on SEC IAPD

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