Syverson Strege & Company
Description
Founded: 1997 Subsidiary: Sherpa Investment Management
Syverson Strege & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Syverson Strege & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Syverson Strege & Company Employees
Employee
Years
Job
Industry
peter percival peter percival's Syverson Strege & Company Experience November 2008 - August 2011
Job owner at Nth Degree Financial LLC
Industry Financial Services
Experience
Nth Degree Financial LLC August 2011 - Present
Syverson Strege & Company November 2008 - August 2011
Wells Fargo February 1988 - September 2008
Skills
Retirement, Estate Planning, Investment Advisory, Retirement Planning, Asset Management, Wealth Management
Education
Seattle University Law School
Juris Doctorate, law
Marquette University
Bachelor of Arts, Political Science
Nth Degree Financial LLC August 2011 - Present
Syverson Strege & Company November 2008 - August 2011
Wells Fargo February 1988 - September 2008
Skills
Retirement, Estate Planning, Investment Advisory, Retirement Planning, Asset Management, Wealth Management
Education
Seattle University Law School
Juris Doctorate, law
Marquette University
Bachelor of Arts, Political Science
Ethan Gascho's Syverson Strege & Company Experience December 2014 - Present
Job Financial Analyst at Syverson Strege & Company
Industry Financial Services
Experience
Syverson Strege & Company December 2014 - Present
Syverson Strege & Company July 2013 - December 2014
Drake University Provost Office September 2012 - May 2013
Worldwide Flight Services June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Social Networking, Social Media, Social Media Marketing, Facebook, Time Management, Microsoft Office, Outlook, Data Analysis, Critical Thinking, Accounting, Public Speaking, Teamwork
Education
Drake University 2011 — 2015
BSBA, Accounting/Finance, Junior
Syverson Strege & Company December 2014 - Present
Syverson Strege & Company July 2013 - December 2014
Drake University Provost Office September 2012 - May 2013
Worldwide Flight Services June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Social Networking, Social Media, Social Media Marketing, Facebook, Time Management, Microsoft Office, Outlook, Data Analysis, Critical Thinking, Accounting, Public Speaking, Teamwork
Education
Drake University 2011 — 2015
BSBA, Accounting/Finance, Junior
Lars Peterson Lars Peterson's Syverson Strege & Company Experience November 2008 - December 2009
Job Owner at Lars Peterson Solutions
Industry Mental Health Care
Experience
Lifeworks April 2014 - Present
Lars Peterson Solutions March 2008 - Present
Eyerly Ball Community Health Mental Services May 2013 - March 2014
Transition Point Business Advisors February 2012 - May 2013
Transition Point Business Advisors January 2010 - February 2012
Youth Justice Initiative 2000 - 2010
Syverson Strege & Company November 2008 - December 2009
Iowa SBDC 1996 - 2008
Century Systems, Inc. 1994 - 1995
Skills
Strategy, Small Business, Estate Planning, Non-profits, Management, Nonprofits, Business Planning, Succession Planning, Entrepreneurship, Investments, Retirement Planning, Leadership Development, Management Consulting, Coaching, Organizational..., Executive Coaching, Public Speaking, Training, Strategic Planning, Workshop Facilitation, Start-ups, Strategic Financial..., Program Development, Leadership
Education
University of Iowa 2009 — 2013
Master of Social Work (M.S.W.)
Lifeworks April 2014 - Present
Lars Peterson Solutions March 2008 - Present
Eyerly Ball Community Health Mental Services May 2013 - March 2014
Transition Point Business Advisors February 2012 - May 2013
Transition Point Business Advisors January 2010 - February 2012
Youth Justice Initiative 2000 - 2010
Syverson Strege & Company November 2008 - December 2009
Iowa SBDC 1996 - 2008
Century Systems, Inc. 1994 - 1995
Skills
Strategy, Small Business, Estate Planning, Non-profits, Management, Nonprofits, Business Planning, Succession Planning, Entrepreneurship, Investments, Retirement Planning, Leadership Development, Management Consulting, Coaching, Organizational..., Executive Coaching, Public Speaking, Training, Strategic Planning, Workshop Facilitation, Start-ups, Strategic Financial..., Program Development, Leadership
Education
University of Iowa 2009 — 2013
Master of Social Work (M.S.W.)
David Strege's Syverson Strege & Company Experience October 1997 - Present
Job FeeOnly Financial Planner at Syverson Strege and Company
Industry Financial Services
Experience
National Association of Personal Financial Advisors 2000 - Present
Syverson Strege & Company October 1997 - Present
Sherpa Investment Management a division of Syverson Strege and Company October 1997 - Present
Capstone Study Group 1995 - Present
Certified Financial Planners Board of Standards 1982 - Present
Financial Planning Association 1982 - Present
FPSB 2007 - 2008
CFP Board 2004 - 2008
Financial Planning Association 1996 - 2000
Bryton Companies October 1987 - October 1997
Skills
Financial Planning, Small Business, Estate Planning, Retirement Planning, Investments, Asset Management, Wealth, Personal Finance, Retirement, Portfolio Management
Education
Drake University 1977 — 1981
BSBA, Finance, focus on Personal Financial Planning
Concordia University-Portland 1976 — 1983
National Association of Personal Financial Advisors 2000 - Present
Syverson Strege & Company October 1997 - Present
Sherpa Investment Management a division of Syverson Strege and Company October 1997 - Present
Capstone Study Group 1995 - Present
Certified Financial Planners Board of Standards 1982 - Present
Financial Planning Association 1982 - Present
FPSB 2007 - 2008
CFP Board 2004 - 2008
Financial Planning Association 1996 - 2000
Bryton Companies October 1987 - October 1997
Skills
Financial Planning, Small Business, Estate Planning, Retirement Planning, Investments, Asset Management, Wealth, Personal Finance, Retirement, Portfolio Management
Education
Drake University 1977 — 1981
BSBA, Finance, focus on Personal Financial Planning
Concordia University-Portland 1976 — 1983
Debbie Longseth Debbie Longseth's Syverson Strege & Company Experience December 2005 - Present
Job Executive Assistant at Syverson Strege and Company
Industry Financial Services
Experience
Syverson Strege & Company December 2005 - Present
Des Moines University October 1999 - December 2005
Drake University 1990 - 1996
Skills
Fundraising, Personal Finance, Non-profits, Team Building, Volunteer Management, Grants, Estate Planning, Grant Writing
Education
Drake University
Syverson Strege & Company December 2005 - Present
Des Moines University October 1999 - December 2005
Drake University 1990 - 1996
Skills
Fundraising, Personal Finance, Non-profits, Team Building, Volunteer Management, Grants, Estate Planning, Grant Writing
Education
Drake University
Erik Strege Erik Strege's Syverson Strege & Company Experience July 2013 - Present
Job Syverson Strege & Company
Industry Financial Services
Experience
Syverson Strege & Company July 2013 - Present
Syverson Strege & Company April 2012 - July 2013
Lutheran Services In Iowa November 2010 - April 2012
Skills
Personal Finance, Nonprofits
Education
Kaplan University-Des Moines Campus 2011 — 2013
Bachelor of Business Administration (B.B.A.)
Syverson Strege & Company July 2013 - Present
Syverson Strege & Company April 2012 - July 2013
Lutheran Services In Iowa November 2010 - April 2012
Skills
Personal Finance, Nonprofits
Education
Kaplan University-Des Moines Campus 2011 — 2013
Bachelor of Business Administration (B.B.A.)
Patrice Maurer Patrice Maurer's Syverson Strege & Company Experience 2005 - 2009
Job Sr Director of Leadership Gifts Des Moines Habitat for Humanity
Industry Fund-Raising
Experience
Greater Des Moines Habitat for Humanity June 2009 - Present
Syverson Strege & Company 2005 - 2009
Iowa Health Foundation - Blank Children's Hospital 2002 - 2005
Skills
Non-profits, Event Planning, Public Speaking, Public Relations, Fundraising, Nonprofits, Volunteer Management, Social Media, Program Development, Community Outreach, Strategic Planning, Grant Writing, Community Development, Board Development, Philanthropy, Marketing, Event Management, Media Relations, Stewardship, Planned Giving, Annual Giving, Volunteer Recruiting, Non-profit..., Newsletters, Strategic Communications, Grants, Leadership, Grassroots Organizing, Prospect Research, Proposal Writing
Education
Illinois State University
Home Economics
Greater Des Moines Habitat for Humanity June 2009 - Present
Syverson Strege & Company 2005 - 2009
Iowa Health Foundation - Blank Children's Hospital 2002 - 2005
Skills
Non-profits, Event Planning, Public Speaking, Public Relations, Fundraising, Nonprofits, Volunteer Management, Social Media, Program Development, Community Outreach, Strategic Planning, Grant Writing, Community Development, Board Development, Philanthropy, Marketing, Event Management, Media Relations, Stewardship, Planned Giving, Annual Giving, Volunteer Recruiting, Non-profit..., Newsletters, Strategic Communications, Grants, Leadership, Grassroots Organizing, Prospect Research, Proposal Writing
Education
Illinois State University
Home Economics
Gina Schmidt David's Syverson Strege & Company Experience June 2011 - Present
Job Love What I Do: Marketing!
Industry Marketing and Advertising
Experience
Syverson Strege & Company June 2011 - Present
Advocare February 2000 - Present
Des Moines Jiu-Jitsu Academy February 2000 - August 2015
Wells Fargo Financial Leasing March 2010 - June 2011
Coffee News January 2009 - March 2010
Skyline Exhibits October 2007 - October 2008
Strategic America July 2004 - June 2007
Integer QSR February 2002 - May 2004
Skills
Integrated Marketing, Advertising, Marketing, Social Media, Account Management
Education
Iowa State University 1998 — 2001
BA, Advertising
Genetic Key Certified Coach
GKCC, Health & Wellness
Wahlert
Syverson Strege & Company June 2011 - Present
Advocare February 2000 - Present
Des Moines Jiu-Jitsu Academy February 2000 - August 2015
Wells Fargo Financial Leasing March 2010 - June 2011
Coffee News January 2009 - March 2010
Skyline Exhibits October 2007 - October 2008
Strategic America July 2004 - June 2007
Integer QSR February 2002 - May 2004
Skills
Integrated Marketing, Advertising, Marketing, Social Media, Account Management
Education
Iowa State University 1998 — 2001
BA, Advertising
Genetic Key Certified Coach
GKCC, Health & Wellness
Wahlert
Jared Freese Jared Freese's Syverson Strege & Company Experience May 2011 - March 2012
Job Inside Sales Representative at AgBelt
Industry Financial Services
Experience
AgBelt July 2015 - Present
AgBelt April 2014 - July 2015
Holmes Murphy & Associates April 2013 - January 2014
Drake University Office of Residence Life February 2011 - April 2013
Sigma Phi Epsilon IA-Delta December 2011 - January 2013
US Bank March 2012 - July 2012
Syverson Strege & Company May 2011 - March 2012
Drake Telemedia Center August 2010 - January 2011
Menard, Inc February 2009 - August 2010
U.S. Cellular October 2008 - June 2010
Skills
Integrity, Superior Work Ethic, People Skills, Building Relationships, Fast Learner, Organization, Microsoft Office, Risk Management, Time Management, Teamwork, Program Management, Communication Skills, Presentations, Salesforce, Brokerage Builder, Project Management, Volunteering, Customer Service, Client Retention, Enthusiasm, Efficiency, Problem Solving, Public Speaking, Social Media, Salesforce.com, Employee Benefits, Critical Thinking, Facebook, Microsoft Word, Event Planning, Budgets, PowerPoint, Social Networking, Team Leadership
Education
Drake University 2010 — 2014
Bachelor of Science and Business Administration, Finance Major, Information Systems Concentration
Mount Vernon High School 2007 — 2010
High School Diploma, math, science, and English
AgBelt July 2015 - Present
AgBelt April 2014 - July 2015
Holmes Murphy & Associates April 2013 - January 2014
Drake University Office of Residence Life February 2011 - April 2013
Sigma Phi Epsilon IA-Delta December 2011 - January 2013
US Bank March 2012 - July 2012
Syverson Strege & Company May 2011 - March 2012
Drake Telemedia Center August 2010 - January 2011
Menard, Inc February 2009 - August 2010
U.S. Cellular October 2008 - June 2010
Skills
Integrity, Superior Work Ethic, People Skills, Building Relationships, Fast Learner, Organization, Microsoft Office, Risk Management, Time Management, Teamwork, Program Management, Communication Skills, Presentations, Salesforce, Brokerage Builder, Project Management, Volunteering, Customer Service, Client Retention, Enthusiasm, Efficiency, Problem Solving, Public Speaking, Social Media, Salesforce.com, Employee Benefits, Critical Thinking, Facebook, Microsoft Word, Event Planning, Budgets, PowerPoint, Social Networking, Team Leadership
Education
Drake University 2010 — 2014
Bachelor of Science and Business Administration, Finance Major, Information Systems Concentration
Mount Vernon High School 2007 — 2010
High School Diploma, math, science, and English
Patrick Bush's Syverson Strege & Company Experience February 2013 - Present
Job Financial Analyst at Syverson Strege & Company
Industry Financial Services
Experience
Syverson Strege & Company February 2013 - Present
Principal Financial Group June 2011 - February 2013
Education
Iowa State University - College of Business 2003 — 2005
MBA, Business, IT
Drake University 1997 — 2001
BSBA, Investment Finance, Economics
Syverson Strege & Company February 2013 - Present
Principal Financial Group June 2011 - February 2013
Education
Iowa State University - College of Business 2003 — 2005
MBA, Business, IT
Drake University 1997 — 2001
BSBA, Investment Finance, Economics
Randy Lagerblade's Syverson Strege & Company Experience 2005 - 2007
Job CFO Fleet; Pcard Analyst State of Iowa
Industry Government Administration
Experience
State of Iowa October 2013 - Present
Local Government Services September 2009 - November 2012
Holmes Murphy Financial Services August 2007 - March 2009
Syverson Strege & Company 2005 - 2007
Skills
Strategic Planning, Accounting, Finance, GAAP, General Ledger, Accounts Payable, Investments, Financial Analysis, Asset Management, 401k, Small Business, Insurance, Retirement Planning, Budgets, Employee Benefits, Strategic Financial...
Education
Grand Canyon University 1980 — 1985
BS, Accounting, Business Admin, Computer Science
State of Iowa October 2013 - Present
Local Government Services September 2009 - November 2012
Holmes Murphy Financial Services August 2007 - March 2009
Syverson Strege & Company 2005 - 2007
Skills
Strategic Planning, Accounting, Finance, GAAP, General Ledger, Accounts Payable, Investments, Financial Analysis, Asset Management, 401k, Small Business, Insurance, Retirement Planning, Budgets, Employee Benefits, Strategic Financial...
Education
Grand Canyon University 1980 — 1985
BS, Accounting, Business Admin, Computer Science
Brian McKibban, CFP(R) MBA's Syverson Strege & Company Experience October 2013 - Present
Job CEO at Syverson Strege & Company
Industry Financial Services
Experience
Syverson Strege & Company October 2013 - Present
Sherpa Investment Management October 2013 - Present
Charitable Giving Resource Center October 2013 - Present
Transition Point Business Advisors October 2013 - Present
Syverson Strege & Company May 2007 - Present
BKM Properties January 2011 - Present
Syverson Strege & Company January 2010 - October 2013
Johnston Fire Department August 2004 - March 2008
Syverson Strege & Company May 2001 - April 2007
Skills
Financial Planning, Investments, Management, Wealth Management, Portfolio Management, Small Business
Education
Drake University 2002 — 2004
MBA
Drake University 1997 — 2001
BSBA, Actuarial Science/Finance
Syverson Strege & Company October 2013 - Present
Sherpa Investment Management October 2013 - Present
Charitable Giving Resource Center October 2013 - Present
Transition Point Business Advisors October 2013 - Present
Syverson Strege & Company May 2007 - Present
BKM Properties January 2011 - Present
Syverson Strege & Company January 2010 - October 2013
Johnston Fire Department August 2004 - March 2008
Syverson Strege & Company May 2001 - April 2007
Skills
Financial Planning, Investments, Management, Wealth Management, Portfolio Management, Small Business
Education
Drake University 2002 — 2004
MBA
Drake University 1997 — 2001
BSBA, Actuarial Science/Finance