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Syverson Strege Director of Finance and Administration and Treasurer · Syverson Strege

Meribeth Grogan

CRD 7331722 · 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 Meribeth Grogan on its Form ADV as Syverson Strege Director of Finance and Administration and Treasurer, a control person.

Firms and roles

  • Syverson StregeSyverson Strege Director of Finance and Administration and TreasurerWealth manager · West DES Moines, IA · $911M in regulatory assets

AtlasMembers

Meribeth’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
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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 Meribeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.