A complete list of active advisors currently associated with Syverson Strege

Warmer can help you find a great advisor at Syverson Strege or one who fits your needs even better.

Syverson Strege serves individuals and families — including high‑net‑worth clients — as well as trusts, estates, and employer‑sponsored retirement plans. The firm offers integrated financial planning, discretionary and non‑discretionary asset management, an automated ETF‑based investment program, selection and oversight of third‑party managers, retirement account management, and hourly or project consulting. The firm operates as a fiduciary and provides fee‑based, commission‑free advice, documenting client objectives in an Investment Policy Statement and delivering quarterly reporting and annual investment reviews for larger relationships. Investment decisions are overseen by an internal investment committee and implemented through a mix of mutual funds, ETFs, separately managed models and sub‑advisers, with automated rebalancing and tax‑loss harvesting features used where appropriate. Syverson Strege’s brochure discloses advertising practices that include client testimonials, endorsements, and the promotion of third‑party ratings, practices that are uncommon among similar team firms. The firm also highlights a concentration of staff credentials in charitable and estate planning, operates both an automated institutional ETF platform and a separate sub‑advised model program, and transparently discloses platform benefits and referral/revenue‑sharing arrangements with third parties.

To learn more about the advisors currently working at Syverson Strege, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.