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Jason Lyn Gunkel

Syverson Strege

West Des Moines, IA

CRD 6300116

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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 2014-02-26
  • IA RA
    APPROVED
    Since 2014-02-26

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 04/2008 09/2018
Syverson Strege & Company West Des Moines IA 09/2018 Present
  • 04/2008 → 09/2018
    Syverson Strege & Company
    West Des Moines, IA
  • 09/2018 → Present
    Syverson Strege & Company
    West Des Moines, IA
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
FOSTER GROUP, INC.

Nearby Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE

Nearby Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA

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