President Vbhc & Syverson Strege Managing Director · Syverson Strege
Lance D. Gunkel
CRD 4231652 · 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 Lance D. Gunkel on its Form ADV as President Vbhc & Syverson Strege Managing Director, a control person.
Firms and roles
- Syverson StregePresident Vbhc & Syverson Strege Managing DirectorWealth manager · West DES Moines, IA · $911M in regulatory assets
AtlasMembers
Lance’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
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Johnne D. SyversonBoard Member Vbhc & Co-Founder, Syverson Strege
- Wayne E. JohnsonBoard Member Vbhc, Syverson Strege
- Jason L. GunkelSyverson Strege Chief Investment Officer, 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 Lance’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.