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Meribeth Grogan

Syverson Strege Director of Finance and Administration and Treasurer at Syverson Strege & Company

Firm officerUpdated

Meribeth Grogan has been Syverson Strege Director of Finance and Administration and Treasurer of Syverson Strege & Company, a West Des Moines, IA investment adviser managing $911M, since October 2018.

8
Years in role
$911M
Firm AUM
528
Firm clients
13
Firm advisers

From Form ADV filed 13 July 2026Form ADV

Career

Meribeth Grogan is a control person of Syverson Strege & Company and directly owns under 5% of it.

Syverson Strege & Company is an investment adviser based in West Des Moines, IA, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $911 million, as filed on 13 July 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
7331722
Firm
Syverson Strege & Company · CRD 109228
Role
Syverson Strege Director of Finance and Administration and Treasurer
In role since
October 2018 · 8 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
West Des Moines, IA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Meribeth Grogan work?

Meribeth Grogan has been Syverson Strege Director of Finance and Administration and Treasurer of Syverson Strege & Company since October 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 July 2026

How can I verify Meribeth Grogan’s record?

Meribeth Grogan’s role is listed on Syverson Strege & Company’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 109228.

Source: Form ADV, Schedule A, filed 13 July 2026

Leadership at Syverson Strege & Company

Sources

  1. IAPD individual lookup, CRD 7331722, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Syverson Strege & Company, filed 13 July 2026. Title, control and ownership bands.