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Lance Raymond Knaack

Syverson Strege

West Des Moines, IA

CRD 5803820

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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 2023-05-02
  • IA RA
    APPROVED
    Since 2023-05-02

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
Directed Services Llc Des Moines IA 06/2010 06/2018
Voya Des Moines IA 09/2014 07/2020
Voya Financial Partners, Llc Des Moines IA 05/2018 07/2020
Syverson Strege West Des Moines IA 07/2020 Present
  • 06/2010 → 06/2018
    Directed Services Llc
    Des Moines, IA
  • 09/2014 → 07/2020
    Voya
    Des Moines, IA
  • 05/2018 → 07/2020
    Voya Financial Partners, Llc
    Des Moines, IA
  • 07/2020 → Present
    West Des Moines, IA
Designations
  • Certified Financial Planner
Other Names
  • Lance Knaack

View on SEC IAPD

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