Kevin J. Mclean

SYVERSON STREGE

WEST DES MOINES, IA 50266

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CRD#: 4220345

Professional summary

Kevin James Mclean is a registered financial advisor currently at SYVERSON STREGE located in West Des Moines, Iowa.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kevin has worked at 2 firms and has passed the Series 63 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin James Mclean's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 13, 2026 - Present

SYVERSON STREGE

Office #1: 4125 Westown Parkway Suite 104, West Des Moines, IA 50266

RIA

CRD#: 109228

WEST DES MOINES, IA

Past

January 30, 2006 - July 2, 2007

ROXBURY CAPITAL MANAGEMENT LLC

RIA

CRD#: 108832

MINNETONKA, MN

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
(7/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/6/2007

Uniform Securities Agent State Law Examination

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)

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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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 082825 (8/28/2025)

Regulatory assets under management

Total Number of Accounts	2,174
AUM (Assets Under Management)	$ 900,472,120

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin J. Mclean

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin James Mclean's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYVERSON STREGE

ROXBURY CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

SYVERSON STREGE

State Registrations and Notice Filings

Exams

Series 63

Date: 7/6/2007

Current Firm

SYVERSON STREGE

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYVERSON STREGE

TRUST BUT VERIFY

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