Johnne Syverson has been Board Member VBHC & Co-Founder of Syverson Strege & Company since January 2010, is not listed as a control person, but directly owns under 5% of the firm. Johnne Syverson holds a Master of Science in Financial Services from The American College.
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.
Johnne Syverson is Co-Founder & Board Member of Syverson Strege. He specializes in values-based planning for high-net-worth families and serves as a resource to other professionals on advanced estate and charitable tax planning. In 1981, he co-founded a financial planning firm in Iowa. He has more than 45 years of experience in financial consulting and advising.
- Syverson StregeCurrent– present · 27 yearsWest Des Moines, IA · Adviser representative · Firm CRD 109228
Professional designations
Listed by Syverson Strege & Company
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Accredited Estate Planner (AEP®)
- Chartered Advisor in Philanthropy (CAP®)
Investment adviser representative registrations
Johnne Syverson is registered as an investment adviser representative in Iowa, since January 1999.
- IowaSince 1 January 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 22 | Direct Participation Programs Representative Examination | 3 December 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 December 1981 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 December 1981 |
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Johnne David Syverson
- CRD
- 1022800
- Firm
- Syverson Strege & Company · CRD 109228
- Role
- Board Member VBHC & Co-Founder
- Office
- 4125 WESTOWN PARKWAY, SUITE 104, West Des Moines, IA 50266
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onlyworkforyou.com
Where does Johnne Syverson work?
Johnne Syverson has been Board Member VBHC & Co-Founder of Syverson Strege & Company since January 2010.
Is Johnne Syverson a financial advisor?
Yes. Johnne Syverson has a current investment-adviser registration in Iowa, through Syverson Strege & Company since January 1999.
How many years of experience does Johnne Syverson have?
Johnne Syverson has 27 years in the financial industry, since December 1998, across 1 adviser firm.
What exams has Johnne Syverson passed?
Johnne Syverson has passed 3 licensing exams: the Series 63, Series 6 and Series 22. The earliest, the Series 63, was passed in December 1981.
Where is Johnne Syverson based?
Johnne Syverson’s registered office is in West Des Moines, IA.
Is Johnne Syverson registered with FINRA?
No. Johnne Syverson has no current broker registration.
Is Johnne Syverson a CFP?
Syverson Strege & Company lists Johnne Syverson with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Johnne Syverson’s record?
Search CRD 1022800 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Johnne Syverson’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