Kevin McLean has been an investment adviser representative at Syverson Strege & Company since July 2026, and is not listed among the firm’s executive officers or direct owners.
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.
Kevin McLean is Senior Portfolio Manager at Syverson Strege. He brings more than 20 years of investment experience, most recently at Principal Financial Group, where he analyzed investments for the Principal MidCap and Blue Chip funds. At Syverson Strege he works closely with clients on their investment portfolios.
Kevin McLean’s longest registration was 1 year at Roxbury Capital Management LLC (2006–2007). Before joining Syverson Strege & Company in 2026, Kevin McLean was registered through Roxbury Capital Management LLC.
- Syverson StregeCurrent– present · under a yearWest Des Moines, IA · Adviser representative · Firm CRD 109228
- Roxbury Capital Management LLC– · 1 yearMinnetonka, MN · Adviser representative · Firm CRD 108832
Investment adviser representative registrations
Kevin McLean is registered as an investment adviser representative in Iowa, since July 2026.
- IowaSince 13 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 July 2007 |
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Kevin James McLean
- CRD
- 4220345
- 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
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onlyworkforyou.com
Where does Kevin McLean work?
Kevin McLean is an investment adviser representative registered through Syverson Strege & Company since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kevin McLean a financial advisor?
Yes. Kevin McLean has a current investment-adviser registration in Iowa, through Syverson Strege & Company since July 2026.
How many years of experience does Kevin McLean have?
Kevin McLean has 1 year in the financial industry, since February 2025, across 2 adviser firms.
What exams has Kevin McLean passed?
Kevin McLean passed the Series 63 in July 2007.
Where did Kevin McLean work before Syverson Strege & Company?
Before Syverson Strege & Company, Kevin McLean was registered through Roxbury Capital Management LLC, January 2006 to July 2007.
Where is Kevin McLean based?
Kevin McLean’s registered office is in West Des Moines, IA.
Is Kevin McLean registered with FINRA?
No. Kevin McLean has no current broker registration.
How can I verify Kevin McLean’s record?
Search CRD 4220345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin McLean’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