Matthew Roberts has been Syverson Strege Chief Planning Officer & Chief Compliance Officer of Syverson Strege & Company since October 2018, is a control person of the firm and directly owns under 5% of it. Matthew Roberts holds a Bachelor of Science in Finance from Iowa State University and a Master of Financial Management (MFM) from Drake 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.
Matt Roberts is Chief Planning Officer at Syverson Strege. He leads the firm's Planning Committee, which is responsible for oversight of the financial process. He provides clients with comprehensive financial planning strategies.
- Syverson StregeCurrent– present · 12 yearsWest Des Moines, IA · Adviser representative · Firm CRD 109228
Professional designations
Listed by Syverson Strege & Company
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
Matthew Roberts is registered as an investment adviser representative in Iowa, since February 2014.
- IowaSince 12 February 2014
Examinations
No examinations are on Matthew Roberts’s record.
- Full name
- Matthew William Roberts
- CRD
- 6300103
- Firm
- Syverson Strege & Company · CRD 109228
- Role
- Syverson Strege Chief Planning Officer & Chief Compliance Officer
- 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 Matthew Roberts work?
Matthew Roberts has been Syverson Strege Chief Planning Officer & Chief Compliance Officer of Syverson Strege & Company since October 2018, and is a control person of the firm.
Is Matthew Roberts a financial advisor?
Yes. Matthew Roberts has a current investment-adviser registration in Iowa, through Syverson Strege & Company since February 2014.
How many years of experience does Matthew Roberts have?
Matthew Roberts has 12 years in the financial industry, since February 2014, across 1 adviser firm.
Where is Matthew Roberts based?
Matthew Roberts’ registered office is in West Des Moines, IA.
Is Matthew Roberts registered with FINRA?
No. Matthew Roberts has no current broker registration.
Is Matthew Roberts a CFP?
Syverson Strege & Company lists Matthew Roberts with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Roberts’ record?
Search CRD 6300103 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Roberts’ full registration record.
