Matthew J. Syverson
SOUND STEWARDSHIP
Overland Park, KS 66210
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CRD#: 4262528
Professional summary
Matthew Johnne Syverson, CFP® is a registered financial advisor currently at SOUND STEWARDSHIP, LLC located in Overland Park, Kansas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Core Areas of Focus
Charitable Giving
Estate & Generational Planning Issues
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Special Needs Planning
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Business Succession Planning
Estate Planning
Education Planning
Comprehensive Financial Planni...
Tax Planning
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Johnne 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: 2004
Experience
Current
January 27, 2004 - Present
SOUND STEWARDSHIP, LLC
Office #1: 9101 W. 110th St. Suite 150, Overland Park, KS 66210RIA
CRD#: 129755
Overland Park, KS
Past
September 25, 2000 - April 16, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 25, 2000 - April 16, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
September 14, 2000 - April 16, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
WEST DES MOINES, IA
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".
SOUND STEWARDSHIP, LLC
SOUND STEWARDSHIP, LLC | SYVERSON & COMPANY, LLC
CRD#: 129755 / SEC#: 801-110568
RIA
Registered Investment Advisory firm - (5/19/2017 Approved)Iowa
Registered Investment Advisory firm - (5/31/2017 Terminated)Kansas
Registered Investment Advisory firm - (5/26/2017 Terminated)Missouri
Registered Investment Advisory firm - (5/26/2017 Terminated)Texas
Registered Investment Advisory firm - (5/26/2017 Terminated)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
Kansas(1/27/2004)
IAR
Texas(2/10/2015)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SOUND STEWARDSHIP, LLC
SOUND STEWARDSHIP, LLC | SYVERSON & COMPANY, LLC
CRD#: 129755 / SEC#: 801-110568
RIA
Registered Investment Advisory firm - (5/19/2017 Approved)Iowa
Registered Investment Advisory firm - (5/31/2017 Terminated)Kansas
Registered Investment Advisory firm - (5/26/2017 Terminated)Missouri
Registered Investment Advisory firm - (5/26/2017 Terminated)Texas
Registered Investment Advisory firm - (5/26/2017 Terminated)PREMIUM
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Contact information
Main Address
9101 W. 110th St. Suite 150, Overland Park, KS 66210
Mailing Address
Phone number
(913) 317-6000
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,069 |
| AUM (Assets Under Management) | $ 243,577,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 04/01/2024 | ||
| 01/20/2023 |
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.
