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 provides wealth management and comprehensive financial planning to individuals, families, trusts and estates, including high‑net‑worth clients. The firm offers discretionary and non‑discretionary portfolio management, an automated ETF/mutual fund program, retirement account management, selection and monitoring of third‑party managers, and project or hourly planning engagements. As a fiduciary operating on a fee‑based model without commissions, the firm develops Investment Policy Statements, delivers quarterly reporting and rebalancing, and conducts annual investment reviews for larger accounts. It uses an institutional automated platform for model portfolios with automated rebalancing and optional tax‑loss harvesting, and it also allocates assets to SEI sub‑advised models and outside managers after due diligence. What is noteworthy in the brochure is the firm’s disclosure of paid referral and marketing arrangements, including participation in third‑party referral services and a paid industry directory listing, and the use of testimonials, endorsements and third‑party ratings in its advertising — practices that are relatively uncommon among peers. The firm also highlights a multidisciplinary advisory team with multiple CFP, CFA and philanthropic planning credentials and clear reporting thresholds (quarterly reports for accounts above certain values and annual reviews for larger relationships).

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.