Teresa Baumann has been an investment adviser representative at Syverson Strege & Company since May 2026, and is not listed among the firm’s executive officers or direct owners. Teresa Baumann holds a Bachelor of Science in Finance from Iowa State 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.
Teresa Baumann is Associate Financial Planner at Syverson Strege. She has worked in the financial services and insurance industries for more than 15 years, in roles ranging from compliance manager to financial educator and coach.
- Syverson StregeCurrent– present · under a yearWest Des Moines, IA · Adviser representative · Firm CRD 109228
Professional designations
Listed by Syverson Strege & Company
- Accredited Financial Counselor® (AFC®)
Investment adviser representative registrations
Teresa Baumann is registered as an investment adviser representative in Iowa, since May 2026.
- IowaSince 1 May 2026
Examinations
No examinations are on Teresa Baumann’s record.
- Full name
- Teresa Marie Baumann
- CRD
- 5998004
- 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 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onlyworkforyou.com
Where does Teresa Baumann work?
Teresa Baumann is an investment adviser representative registered through Syverson Strege & Company since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Teresa Baumann a financial advisor?
Yes. Teresa Baumann has a current investment-adviser registration in Iowa, through Syverson Strege & Company since May 2026.
How many years of experience does Teresa Baumann have?
Teresa Baumann has 0 years in the financial industry, since April 2026, across 1 adviser firm.
Where is Teresa Baumann based?
Teresa Baumann’s registered office is in West Des Moines, IA.
Is Teresa Baumann registered with FINRA?
No. Teresa Baumann has no current broker registration.
How can I verify Teresa Baumann’s record?
Search CRD 5998004 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Teresa Baumann’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