Lance R. Knaack

SYVERSON STREGE

West Des Moines, IA 50266

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CRD#: 5803820

Professional summary

Lance Raymond Knaack, CFP®, who also goes by Lance Knaack, is a registered financial advisor currently at SYVERSON STREGE located in West Des Moines, Iowa.

Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lance has worked at 3 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lance Knaack

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 Lance Raymond Knaack'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

May 2, 2023 - Present

SYVERSON STREGE

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

RIA

CRD#: 109228

West Des Moines, IA

Past

May 31, 2018 - July 27, 2020

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

DES MOINES, IA

Past

July 9, 2010 - June 24, 2018

DIRECTED SERVICES LLC

CRD#: 21675

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".

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
(5/2/2023)

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/8/2010

Investment Company Products/Variable Contracts Representative 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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Lance R. Knaack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Raymond Knaack's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYVERSON STREGE

VOYA FINANCIAL PARTNERS, LLC

DIRECTED SERVICES LLC

Primary Firm SEC Registration

SYVERSON STREGE

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 7/8/2010

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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