$910.8M Total AUM
$765.3M Disc. AUM
7.8% 3Y CAGR
15 Employees
574 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1997
- Office Locations
- 1
Office Locations
4125 Westown Parkway Suite 104 West DES Moines IA
About Syverson Strege
Syverson Strege is a fee-only financial planning and investment management firm in West Des Moines, IA, serving retail and institutional clients with coordinated, goal-based planning and portfolio strategy. Portfolios emphasize public funds and ETFs, and the firm primarily custodies with Charles Schwab. Recognized with “Best of the West 2025” and “Most Giving” honors.
Team overview
41 AVG AGE
$70.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
7.6 yrs AVG TENURE
15 Employees
13 Advisory Reps
11 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
MERIBETH GROGAN
TREASURER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
JASON LYN GUNKEL
Financial Planner
- CRD
- #6300116
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 6 owners & executives
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Teresa Marie Baumann
Associate Financial Planner
- CRD
- #5998004
Available
Available
Available
Damian L Beard
Financial Advisor, General Partner
- CRD
- #7032866
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $765,302,715 | $402,156 |
| Non-Discretionary | $145,530,313 | $1,914,873 |
| Total | $910,833,028 | $460,249 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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