SYVERSON STREGE

4125 Westown Parkway
Suite 104
West Des Moines, Iowa 50266
Tel: 515-225-6000

About SYVERSON STREGE

SYVERSON STREGE, formally registered with the SEC as SYVERSON STREGE. The firm was established in 10/01/1997. They have over 1 offices throughout the country.

SYVERSON STREGE is a West Des Moines, Iowa based Financial Planning firm with nearly $900,472,120 assets under management, offering retirement planning & investment advisory services to 2174 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109228
SEC#	801-54959
Assets Managed by Firm	$900,472,120
No. of Clients	2174
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (SELECTION OF OTHER ADVISERS THROUGH THIRD PARTY)

Firm Client Information

	No. of Clients	AUM
Firm Total	2174	$900,472,120
Individuals (other than high net worth individuals)	274	$63,299,644
High net worth individuals	308	$780,166,348
Pension and profit sharing plans	Fewer than 5 clients	$597,178
Charitable organizations	Fewer than 5 clients	$2,265,690
Corporations or other businesses	Fewer than 5 clients	$54,143,260

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PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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