Damian L. Beard

SYVERSON STREGE

West Des Moines, IA 50266

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CRD#: 7032866

Professional summary

Damian L Beard, who also goes by Damian Lee Beard, is a registered financial advisor currently at SYVERSON STREGE located in West Des Moines, Iowa.

Damian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Damian has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Damian Lee Beard

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 Damian L Beard'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

September 1, 2024 - Present

SYVERSON STREGE

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

RIA

CRD#: 109228

West Des Moines, IA

Past

January 19, 2024 - September 12, 2024

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

West Des Moines, IA

Past

June 28, 2022 - January 5, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WEST DES MOINES, IA

Past

May 30, 2022 - January 5, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

URBANDALE, IA

Past

January 8, 2019 - August 19, 2019

EDWARD JONES

RIA

CRD#: 250

Mason City, IA

Past

December 13, 2018 - August 19, 2019

EDWARD JONES

CRD#: 250

Mason City, 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
(9/1/2024)

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

IAR

Series 66

Date: 6/27/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/28/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/19/2018

Securities Industry Essentials 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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Advisor Monitoring

Firm Stability Insights

Damian L. Beard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damian L Beard's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDELMAN FINANCIAL ENGINES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SYVERSON STREGE

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2022

Series 7TO

Date: 5/28/2022

SIE

Date: 11/19/2018

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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