David Strege's Location
West Des Moines, IA, US
David Strege's Work
- Fee-Only Financial Planner @ Syverson Strege
- Fee-Only Financial Planner @ Syverson Strege
- Member @ National Association of Personal Financial Advisors
- Member @ Capstone Study Group
- Certificant @ Certified Financial Planners Board of Standards
- Member @ Financial Planning Association (FPA)
- Board Member @ Financial Planning Association (FPA)
- Board Member @ National Endownment for Financial Education
- Council Member @ FPSB
- Board Member @ CFP Board
David Strege's Education
- Drake University
BSBA (Finance, focus on Personal Financial Planning)
1977 - 1981
David Strege's Skills
- Financial Planning
- Small Business
- Estate Planning
- Retirement Planning
- Investments
- Asset Management
- Wealth
- Personal Finance
- Retirement
- Portfolio Management
David Strege's Summary
David Strege, based in West Des Moines, IA, US, is currently a Fee-Only Financial Planner at Syverson Strege, bringing experience from previous roles at Sherpa Investment Management a division of Syverson Strege and Company, National Association of Personal Financial Advisors, Capstone Study Group and Certified Financial Planners Board of Standards. David Strege holds a 1977 - 1981 BSBA in Finance, focus on Personal Financial Planning @ Drake University. With a robust skill set that includes Financial Planning, Small Business, Estate Planning, Retirement Planning, Investments and more, David Strege contributes valuable insights to the industry. David Strege has 1 email and 1 mobile phone number on RocketReach.
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Top Syverson Strege Employees
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Jerin Young
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