Syverson Strege

Q: What is Syverson Strege's official website?

Syverson Strege's official website is www.onlyworkforyou.com

Q: What is Syverson Strege's Revenue?

Syverson Strege's revenue is <$5 Million

Q: What is Syverson Strege's NAICS code?

Syverson Strege's NAICS: 52,523

Q: How many employees does Syverson Strege have?

Syverson Strege has 11-50 employees

Q: What industry does Syverson Strege belong to?

Syverson Strege is in the industry of: Finance , Securities Trading

Q: What is Syverson Strege competition?

Syverson Strege top competitors include: Campbell Rooks , Vision Capital , Furlong Investment Solutions , The Jentner

Q: What technology does Syverson Strege use?

Some of the popular technologies that Syverson Strege uses are: Cloudflare CDN, HubSpot, Google Font API, Google Tag Manager

Q: How do I contact Syverson Strege?

Syverson Strege contact info: Phone number: (515) 225-6000 Website: www.onlyworkforyou.com

Q: What does Syverson Strege do?

Syverson Strege is a fee-only financial planning and investment management firm dedicated to helping clients achieve financial freedom through customized financial strategies. They provide comprehensive financial planning services tailored to individual life goals and investment management that aligns with clients' needs. The firm aims to empower c... lients by offering clarity in financial decision-making and support during critical life transitions. Their target clients include individuals seeking guidance in navigating complex financial choices. Read More

Q: What are Syverson Strege social media links?

Syverson Strege Linkedin page Syverson Strege Twitter page Syverson Strege Facebook page

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

4125 Westown Pkwy Ste 104, West Des Moin...

Phone Number

(515) 225-6000

Website

www.onlyworkforyou.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Syverson Strege

Syverson Strege is a fee-only financial planning and investment management firm dedicated to helping clients achieve financial freedom through customized financial strategies. They provide comprehensive financial planning services tailored to individual life goals and investment management that aligns with clients' needs. The firm aims to empower clients by offering clarity in financial decision-making and support during critical life transitions. Their target clients include individuals seeking guidance in navigating complex financial choices.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Syverson Strege Org Chart

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Lance Gunkel

Managing Director

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Syverson Strege

<$5M

11-50

Private

1997

Lance GunkelManaging Director

Vision Capital

$6.7M

11-50

Private

1999

Eric VogenPresident

Isthmus Partners

$6.6M

11-50

Private

2014

Ryan CobbChief Operating Officer

Campbell Rooks

$5.1M

1-10

Private

2003

Ernie GrossBusiness Development Officer

The Jentner

<$5M

11-50

Private

<$5M

1984

Seth JentnerPartner, Managing Director

Furlong Investment Soluti...

<$5M

1-10

Private

1972

Matthew FurlongPrincipal and Portfolio Manager

Eppolito Financial Strate...

<$5M

1-10

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2017

Shannon AlexanderAdvisor

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Syverson Strege Tech Stack

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Frequently Asked Questions Regarding Syverson Strege

What is Syverson Strege's official website?

Syverson Strege's official website is www.onlyworkforyou.com

What is Syverson Strege's Revenue?

Syverson Strege's revenue is <$5 Million

What is Syverson Strege's SIC code?

Syverson Strege's SIC: 62,628

What is Syverson Strege's NAICS code?

Syverson Strege's NAICS: 52,523

How many employees does Syverson Strege have?

Syverson Strege has 11-50 employees

What industry does Syverson Strege belong to?

Syverson Strege is in the industry of: Finance, Securities Trading

What is Syverson Strege competition?

Syverson Strege top competitors include: Campbell Rooks, Vision Capital, Furlong Investment Solutions, The Jentner

What technology does Syverson Strege use?

Some of the popular technologies that Syverson Strege uses are: Cloudflare CDN, HubSpot, Google Font API, Google Tag Manager

How do I contact Syverson Strege?

Syverson Strege contact info: Phone number: (515) 225-6000 Website: www.onlyworkforyou.com

What does Syverson Strege do?

What are Syverson Strege social media links?

Syverson Strege Linkedin page Syverson Strege Twitter page Syverson Strege Facebook page

Is Syverson Strege a public company?

Syverson Strege is private company therefore does not currently have an official ticker symbol

See more information about Syverson Strege

Syverson Strege Latest Hires and Their Positions

Syverson Strege is expanding and recently hired new employees. Here are the latest additions to the team.

Teresa Baumann

Financial Associate & Planner

Joined Jan 1, 2026

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