Tanner R. Sprouse
SYVERSON STREGE | Associate Wealth Advisor
West Des Moines, IA 50266
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CRD#: 6921368
Professional summary
Tanner Reed Sprouse, CFP® is a registered financial advisor currently at SYVERSON STREGE located in West Des Moines, Iowa.
Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Tanner has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 26 exams.
Biography
Tanner supports a wealth advisory team in providing personalized wealth management including tax and estate planning and investment strategies to help clients achieve their goals.
Prior to joining Mariner Wealth Advisors, he was a managing partner at insurance company and broker-dealer, Modern Woodmen of America. In this role, he worked directly with clients and helped train other financial representatives. Before becoming a managing partner, he was hired as a financial representative after serving as an intern.
Tanner has a bachelor’s degree in business administration from Nebraska Wesleyan University. He is a member of the Financial Planning Association.
Question & Answer
What are your service offerings?
Investment Planning
Inheritance
Comprehensive Financial Planni...
Small Business Planning
Estate Planning
Tax Planning
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 Tanner Reed Sprouse'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: 2023
Experience
Current
May 19, 2026 - Present
SYVERSON STREGE
Office #1: 4125 Westown Parkway Suite 104, West Des Moines, IA 50266RIA
CRD#: 109228
West Des Moines, IA
Past
August 3, 2021 - February 6, 2026
MARINER WEALTH
RIA
CRD#: 140195
West Des Moines, IA
Past
June 11, 2020 - July 15, 2021
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
Lincoln, NE
Past
October 31, 2019 - July 15, 2021
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Lincoln, NE
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(5/19/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/31/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory 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)Loading...
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
Associate Wealth AdvisorCRD#: 109228West Des Moines, IA 50266TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
