Johnne D. Syverson
SYVERSON STREGE
WEST DES MOINES, IA 50266
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CRD#: 1022800
Professional summary
Johnne David Syverson, CFP® is a registered financial advisor currently at SYVERSON STREGE located in West Des Moines, Iowa.
Johnne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Johnne has worked at 6 firms and has passed the Series 63, Series 22 and Series 6 exams.
Biography
Johnne is a past president of the Polk County Estate Planning Council, past president of the central Iowa chapter of Financial Planning Association (FPA), past president of the Mid-Iowa Planned Giving Council, and past president of the International Association of Advisors in Philanthropy (AiP). He is a member of the National Association of Personal Financial Advisors (NAPFA) and currently serves on the NAPFA Education Foundation Board. Johnne holds a Master of Science degree in Financial Services (MSFS) from the American College in Bryn Mawr, PA. He and his wife, Linda, live in West Des Moines, Iowa, and have three adult children and eight grandchildren.
Question & Answer
What are your service offerings?
Johnne Syverson has more than ...
600 practitioners in the Unite...
a strategy that enables indivi...
reduce taxes
and preserve their estate for ...
an independent
fee-only financial planning fi...
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME: Charitable Giving Resource Center, LLC
INVESTMENT RELATED: No
ADDRESS: 4125 Westown Pkwy., Suite 104, West Des Moines, IA 50266
NATURE OF BUSINESS: Nonprofit Consulting
MY POSITION: Owner
MY TITLE: Executive Director
RELATIONSHIP WITH SYVERSON STREGE: Tenant in building
START DATE: January 1, 2019
HOURS/MONTH: 80
DUTIES: Consulting with nonprofits regarding Planned Giving procedures
CRS (Client Relationship Summary) - RIA
Click below to view Johnne David Syverson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
January 1, 1999 - Present
SYVERSON STREGE
Office #1: 4125 Westown Parkway Suite 104, West Des Moines, IA 50266RIA
CRD#: 109228
WEST DES MOINES, IA
Past
November 3, 1997 - March 3, 2000
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
LAKE ST. LOUIS, MO
Past
January 31, 1997 - April 9, 1997
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
LAKE ST. LOUIS, MO
Past
May 2, 1990 - December 31, 1996
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
September 21, 1988 - June 8, 1990
CRI SECURITIES, LLC
BD
CRD#: 22589
ST. PAUL, MN
Past
February 26, 1987 - September 21, 1988
CONSOLIDATED RESOURCES, INC.
BD
CRD#: 13747
Past
March 5, 1982 - May 14, 1990
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SYVERSON STREGE
SHERPA INVESTMENT MANAGEMENT | SYVERSON STREGE SANDAGER & CO | SYVERSON STREGE & COMPANY | SYVERSON STREGE
CRD#: 109228 / SEC#: 801-54959
RIA
Registered Investment Advisory firm - (10/1/1997 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Iowa(1/1/1999)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SYVERSON STREGE
SHERPA INVESTMENT MANAGEMENT | SYVERSON STREGE SANDAGER & CO | SYVERSON STREGE & COMPANY | SYVERSON STREGE
CRD#: 109228 / SEC#: 801-54959
RIA
Registered Investment Advisory firm - (10/1/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4125 Westown Parkway Suite 104, West Des Moines, IA 50266
Mailing Address
Phone number
(515) 225-6000
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,174 |
| AUM (Assets Under Management) | $ 900,472,120 |
Red Flags
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Company Information
SYVERSON STREGE
CRD#: 109228West Des Moines, IA 50266TRUST BUT VERIFY
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