Lance Knaack has been an investment adviser representative at Syverson Strege & Company since May 2023, 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.
- Syverson StregeCurrent– present · 3 yearsWest Des Moines, IA · Adviser representative · Firm CRD 109228
Investment adviser representative registrations
Lance Knaack is registered as an investment adviser representative in Iowa, since May 2023.
- IowaSince 2 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 July 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lance Raymond Knaack
- CRD
- 5803820
- 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
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Lance Knaack work?
Lance Knaack is an investment adviser representative registered through Syverson Strege & Company since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Lance Knaack a financial advisor?
Yes. Lance Knaack has a current investment-adviser registration in Iowa, through Syverson Strege & Company since May 2023.
How many years of experience does Lance Knaack have?
Lance Knaack has 13 years in the financial industry, since April 2013, across 1 adviser firm.
What exams has Lance Knaack passed?
Lance Knaack passed the Series 6 in July 2010. FINRA credited Lance Knaack with the SIE, which began in October 2018.
Where is Lance Knaack based?
Lance Knaack’s registered office is in West Des Moines, IA.
Is Lance Knaack registered with FINRA?
No. Lance Knaack has no current broker registration.
How can I verify Lance Knaack’s record?
Search CRD 5803820 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lance Knaack’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