Lance Raymond Knaack
Investment adviser representative at Syverson Strege
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$910.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Syverson StregeJul 2020 to now
- Voya Financial Partners, LLCMay 2018 to Jul 2020
- VoyaSep 2014 to Jul 2020
- Directed Services LLCJun 2010 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
Syverson Strege
Legal name: Syverson Strege & Company
$910.8MAssets managed
528Clients
14Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5803820
- Firm CRD
- 109228