DB
Damian L. Beard
SYVERSON STREGE
West Des Moines, IA 50266
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CRD#: 7032866
DB
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.
1. The name of the other business: Independent children's book author 2. Whether the business is investment-related: No 3. The address of the other business: 4212 Aspen Dr West Des Moines, IA 50265 4. The nature of the other business: Independent children's book author 5. The position: Author, self-publisher 6. Title, or relationship with the other business: Author, self-publisher 7. The start date: 06/01/2023 8. The approximate number of hours/month devoted to the other business: 1hr/month 9. The number of hours devoted to the other business during securities trading hours: 0hr/month 10. Duties relating to the other business: Maintain online book postings, partake in local author book signings/readings 1. The name of the other business: Holding Tiny Hands Foundation 2. Whether the business is investment-related: No 3. The address of the other business: 1113 NE 47th St Ankeny, IA 50021 4. The nature of the other business: Non-profit organization offering Neo-natal intensive care unit (NICU) family support 5. The position: Executive Director/ Board Member 6. Title, or relationship with the other business: Executive Director/ Board Member 7. The start date: 03/01/2024 8. The approximate number of hours/month devoted to the other business: 15hr/month 9. The number of hours devoted to the other business during securities trading hours: 0/month 10. Duties relating to the other business: Strategic planning, Fundraising, Board member selection, Administrative duties, Operations 1. The name of the other business: STEAM STARZ, LLC 2. Whether the business is investment-related: No 3. The address of the other business: 4212 Aspen Dr West Des Moines, IA 50265 4. The nature of the other business: Educational company 5. The position: Director of Operations 6. Title, or relationship with the other business: Director of Operations 7. The start date: 07/01/2023 8. The approximate number of hours/month devoted to the other business: 10hr/month 9. The number of hours devoted to the other business during securities trading hours: 0hr/month 10. Duties relating to the other business: Assist with STEAM class logistics (booking, set-up, tear down). Occasionally will help teach a class. 1. The name of the other business: Rental property 2. Whether the business is investment-related: No 3. The address of the other business: 592 Sienna Ridge Dr West Des Moines, IA 50266 4. The nature of the other business: Rental property 5. The position: Landlord 6. Title, or relationship with the other business: Landlord 7. The start date: 04/01/2022 8. The approximate number of hours/month devoted to the other business: 1hr/month 9. The number of hours devoted to the other business during securities trading hours: 0hr/month 10. Duties relating to the other business: Provide maintenance when needed. Manage expenses such as taxes, insurance, mortgage, HOA dues, etc. 1. The name of the other business: BidWell Benefits, LLC 2. Whether the business is investment-related: No 3. The address of the other business: 4212 Aspen Dr. West Des Moines, IA 50265 4. The nature of the other business: benefit auction services to help nonprofit organizations to raise money at their fundraiser events. 5. The position: Owner/Founder 6. Title, or relationship with the other business: Owner/Founder 7. The start date: 5/8/2025 8. The approximate number of hours/month devoted to the other business: 5-10 hrs. 9. The number of hours devoted to the other business during securities trading hours: 0 10. Duties relating to the other business: Sell auction items at fundraising events, arrange additional auction help if needed for bid spotting. Provide consulting to the nonprofit organization on which items to procure, the lineup of those items, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Damian L Beard'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®
NoneExperience
Current
September 1, 2024 - Present
SYVERSON STREGE
Office #1: 4125 Westown Parkway Suite 104, West Des Moines, IA 50266RIA
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
BD
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
BD
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)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/28/2022
General Securities Representative ExaminationGeneral Industry/Product 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)Upgrade to AdvisorCheck Premium
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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
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
CRD#: 109228West Des Moines, IA 50266TRUST BUT VERIFY
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