Damian L Beard
Investment adviser representative at Syverson Strege
10 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
10 years in the industry.
- Syverson StregeAug 2024 to now
- Edelman Financial Engines L.L.CJan 2024 to Aug 2024
- Bank of America, N.A.Apr 2022 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Dec 2023
- Wells Fargo and CompanySep 2019 to Apr 2022
- Grmi, IncAug 2019 to Dec 2019
- Massachusetts Mutual Life Insurance CoDec 2018 to Aug 2019
- Edward JonesNov 2018 to Aug 2019
- Eastern New Mexico UniversityAug 2015 to May 2018
- Wells Fargo and CompanyOct 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7032866
- Firm CRD
- 109228