Teresa Marie Baumann
Investment adviser representative at Syverson Strege
11 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
11 years in the industry.
- Syverson StregeJan 2026 to now
- Consumer Credit of Des MoinesNov 2021 to Dec 2025
- SmartpathAug 2021 to Dec 2025
- Money Smart WomanJan 2017 to Dec 2025
- HomemakerJan 2015 to Jan 2017
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
- 5998004
- Firm CRD
- 109228