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SYVERSON STREGE

WEST DES MOINES, IA · CRD 109228 · IAPD ↗ · 515-225-6000

$910.8MRegulatory AUM
13Advisory reps
15Employees
46Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2024 — SYVERSON STREGE reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.