Syverson Strege Chief Investment Officer · Syverson Strege
Jason L. Gunkel
CRD 6300116 · Named on Form ADV at one SEC-registered adviser
At a glance
Syverson Strege, an SEC-registered wealth manager based in West DES Moines, IA with $911 million in regulatory assets, lists Jason L. Gunkel on its Form ADV as Syverson Strege Chief Investment Officer, a control person.
Firms and roles
- Syverson StregeSyverson Strege Chief Investment OfficerWealth manager · West DES Moines, IA · $911M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Johnne D. SyversonBoard Member Vbhc & Co-Founder, Syverson Strege
- Lance D. GunkelPresident Vbhc & Syverson Strege Managing Director, Syverson Strege
- Wayne E. JohnsonBoard Member Vbhc, Syverson Strege
- Matthew W. RobertsSyverson Strege Chief Planning Officer & Chief Compliance Officer, Syverson Strege
- Meribeth GroganSyverson Strege Director of Finance and Administration and Treasurer, Syverson Strege
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.