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© All Rights Reserved. ApplyBlast.com
Syverson Strege
A Client Service Associate provides operational and administrative support to Financial Planners, managing calendars, preparing documentation, and facilitating account processes to ensure exceptional client experiences.
Headquarters
West Des Moines, Iowa, United States
Company Size
11-50 employees
Founded
1997
Syverson Strege is a fee-only financial planning firm that provides fiduciary, objective advice to help clients pursue financial freedom. They deliver comprehensive, personalized financial planning and investment advisory services tailored to individuals and families, with a focus on long-term goals like retirement and wealth preservation. As fee-only advisors, they avoid commission-based products to minimize conflicts of interest and provide transparent, client-first guidance. Prospective clients can schedule a consultation to discuss their financial future with a Syverson Strege advisor.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Syverson Strege.
Syverson Strege didn’t post a salary, so this is our estimate from similar listings.
21% below the average for this role