# SYVERSON STREGE

SYVERSON STREGE is a RIA based in West Des Moines, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** West Des Moines, United States
- **Region:** North America
- **Address:** West Des Moines, IA, United States
- **Assets under management:** Undisclosed
- **Website:** syversonstrege.com
- **LinkedIn:** https://www.linkedin.com/company/syverson-strege

## Regulatory record

- **CRD number:** 109228
- **SEC file number:** 801-54959
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109228

## About

Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to go it alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Discover our commitment to your goals as we provide clarity amongst the endless options and help you find the financial answers you seek.

## Sectors

- Wealth Management
- Financial Planning

## People

- Lance Strege — President
- John Syverson — Founder

## Questions

### What types of assets does Syverson Strege invest in?

The firm allocates client capital across public equities, fixed income, private real estate and private credit, with additional evaluation of direct business investments on an opportunistic basis. Its investment committee uses a blend of passive index strategies and active manager selection with an emphasis on tax efficiency for taxable family portfolios.

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- [Richard Ney & Associates Asset Management](https://altss.com/profile/richard-ney-and-associates-asset-management-inc)
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Last updated: 2026-07-06T01:24:26.453Z

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