Lance Gunkel has been President VBHC & Syverson Strege Managing Director of Syverson Strege & Company since June 2014, is a control person of the firm and directly owns under 5% of it. Lance Gunkel holds a Bachelor's degree in Finance from Drake University and a Master of Business Administration from the University of Iowa.
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.
Lance Gunkel is Managing Director of Syverson Strege. He oversees the design and implementation of the firm's financial, client service, staffing, and reporting processes, helps shape the firm's future growth and development, and serves as a member of the investment committee.
- Syverson StregeCurrent– present · 12 yearsWest Des Moines, IA · Adviser representative · Firm CRD 109228
Professional designations
Listed by Syverson Strege & Company
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Lance Gunkel is registered as an investment adviser representative in Iowa, since February 2014.
- IowaSince 18 February 2014
Examinations
No examinations are on Lance Gunkel’s record.
- Full name
- Lance David Gunkel
- CRD
- 4231652
- Firm
- Syverson Strege & Company · CRD 109228
- Role
- President VBHC & Syverson Strege Managing Director
- Office
- 4125 WESTOWN PARKWAY, SUITE 104, West Des Moines, IA 50266
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onlyworkforyou.com
Where does Lance Gunkel work?
Lance Gunkel has been President VBHC & Syverson Strege Managing Director of Syverson Strege & Company since June 2014, and is a control person of the firm.
Is Lance Gunkel a financial advisor?
Yes. Lance Gunkel has a current investment-adviser registration in Iowa, through Syverson Strege & Company since February 2014.
How many years of experience does Lance Gunkel have?
Lance Gunkel has 12 years in the financial industry, since February 2014, across 1 adviser firm.
Where is Lance Gunkel based?
Lance Gunkel’s registered office is in West Des Moines, IA.
Is Lance Gunkel registered with FINRA?
No. Lance Gunkel has no current broker registration.
Is Lance Gunkel a CFP?
Syverson Strege & Company lists Lance Gunkel with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
Is Lance Gunkel a CFA charterholder?
Syverson Strege & Company lists Lance Gunkel with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Lance Gunkel’s record?
Search CRD 4231652 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lance Gunkel’s full registration record.
