Damian Beard has been an investment adviser representative at Syverson Strege & Company since September 2024, and is not listed among the firm’s executive officers or direct owners. Damian Beard holds a Master of Business Administration from Eastern New Mexico University.
Syverson Strege & Company is a West Des Moines, IA firm with $911M under management, 528 clients and 13 advisers in one office, as of its July 2026 filing.
Damian Beard is Associate Financial Planner at Syverson Strege. He has worked in financial services for more than 10 years, in roles ranging from mortgage loan officer to financial advisor, including at two large U.S. banks and a large registered investment advisory firm.
Damian Beard’s longest registration is the current one, 2 years at Syverson Strege & Company since 2024. Before joining Syverson Strege & Company in 2024, Damian Beard was registered through Edelman Financial Engines and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Syverson StregeCurrent– present · 2 yearsWest Des Moines, IA · Adviser representative · Firm CRD 109228
- Edelman Financial Engines– · under a yearWest Des Moines, IA · Adviser representative · Firm CRD 104510
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearWest Des Moines, IA · Adviser representative · Firm CRD 7691
- Edward Jones– · under a yearMason City, IA · Adviser representative · Firm CRD 250
Professional designations
Listed by Syverson Strege & Company
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Kingdom Advisor® (CKA®)
- Chartered Advisor in Philanthropy® (CAP®)
Investment adviser representative registrations
Damian Beard is registered as an investment adviser representative in Iowa, since September 2024.
- IowaSince 1 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 June 2022 |
| Series 7TO | General Securities Representative Examination | 28 May 2022 |
| SIE | Securities Industry Essentials Examination | 19 November 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Damian L Beard
- CRD
- 7032866
- Firm
- Syverson Strege & Company · CRD 109228
- Office
- 4125 WESTOWN PARKWAY, SUITE 104, West Des Moines, IA 50266
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onlyworkforyou.com
Where does Damian Beard work?
Damian Beard is an investment adviser representative registered through Syverson Strege & Company since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Damian Beard a financial advisor?
Yes. Damian Beard has a current investment-adviser registration in Iowa, through Syverson Strege & Company since September 2024.
How many years of experience does Damian Beard have?
Damian Beard has 5 years in the financial industry, since October 2021, across 4 adviser firms.
What exams has Damian Beard passed?
Damian Beard has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2018.
Where did Damian Beard work before Syverson Strege & Company?
Before Syverson Strege & Company, Damian Beard was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2022 to January 2024; Edward Jones, January 2019 to August 2019.
Where is Damian Beard based?
Damian Beard’s registered office is in West Des Moines, IA.
Is Damian Beard registered with FINRA?
No. Damian Beard has no current broker registration.
Is Damian Beard a CFP?
Syverson Strege & Company lists Damian Beard with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Damian Beard’s record?
Search CRD 7032866 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Damian Beard’s full registration record.
- Lance GunkelPresident VBHC & Syverson Strege Managing Director
Matthew RobertsSyverson Strege Chief Planning Officer & Chief Compliance Officer- Meribeth GroganSyverson Strege Director of Finance and Administration and Treasurer
Jason GunkelSyverson Strege Chief Investment Officer
Wayne JohnsonBoard Member VBHC
Johnne SyversonBoard Member VBHC & Co-Founder