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- As a trusted financial advisor, SYVERSON STREGE provides expert financial guidance to clients.
- The firm offers a range of financial services and caters to various types of clients.
- The advisors at SYVERSON STREGE are highly experienced and have a proven track record of success.
- The firm operates under a fee-based compensation structure, ensuring that their interests are aligned with their clients’.
H2: Facts and Insights
SYVERSON STREGE is a well-established financial advisory firm that has been in business for over 35 years. With their expertise and experience, they have become a trusted source of financial advice for individuals and businesses alike. The firm currently manages over $4.1 billion in assets and has a team of 35 advisors.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $4.1 billion | 35 | Over 35 years |
H2: Financial Services Offered
SYVERSON STREGE offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
H2: Client Types
The firm caters to various types of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
- Pensions and profit-sharing plans
H2: Fees & Compensation
SYVERSON STREGE operates under a fee-based compensation structure, which means that they charge a fee based on a percentage of the assets under management. This ensures that their interests are aligned with their clients’ and they are motivated to help their clients achieve their financial goals.
H2: Background
The firm was founded in 1983 by John Syverson and Randy Strege, both Certified Financial Planners (CFPs). They started the firm with the mission to provide comprehensive and unbiased financial advice to their clients. Today, SYVERSON STREGE continues to uphold their mission and has grown to become one of the top financial advisory firms in the country.
H2: Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. SYVERSON STREGE operates under a fiduciary duty, which means they are legally obligated to act in their clients’ best interests. They also provide all necessary disclosures, including their ADV form, to ensure transparency and trust with their clients.