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Syverson Strege Chief Planning Officer & Chief Compliance Officer · Syverson Strege

Matthew W. Roberts

CRD 6300103 · 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 Matthew W. Roberts on its Form ADV as Syverson Strege Chief Planning Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Syverson StregeSyverson Strege Chief Planning Officer & Chief Compliance OfficerWealth manager · West DES Moines, IA · $911M in regulatory assets

AtlasMembers

Matthew’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.