SYVERSON STREGE & COMPANY
Legal name: SYVERSON STREGE
CRD #109228 SEC #801-54959 WEST DES MOINES, IA 515-225-6000
SEC Registered
Total AUM
$900.5M
Discretionary
$657.3M
Employees
15
Clients
--
Accounts
2,174
Firm Details
- Organization Type
- Corporation
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GROGAN, MERIBETH | I | SYVERSON STREGE DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, JASON, LYN | I | SYVERSON STREGE CHIEF INVESTMENT OFFICER | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | CIO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | CIO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | CIO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | CIO, SENIOR ANALYST | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT, TREASURER, CIO | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| GUNKEL, LANCE, DAVID | I | PRESIDENT VBHC & SYVERSON STREGE MANAGING DIRECTOR | NA | Control |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| JOHNSON, WAYNE, EUGENE | I | BOARD MEMBER VBHC | NA | |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | VICE PRESIDENT, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBAN, BRIAN, MATTHEW | I | FORMER EMPLOYEE | NA | Control |
| MCKIBBIN, BLAKE, W | I | PRESIDENT | NA | Control |
| MCKIBBIN, BLAKE, W | I | PRESIDENT | NA | Control |
| MCKIBBIN, BLAKE, W | I | PRESIDENT | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, MATTHEW, WILLIAM | I | SYVERSON STREGE CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROTH, LORINDA, LEE JUNKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROTH, LORINDA, LEE JUNKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROTH, LORINDA, LEE JUNKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROTH, LORINDA, LEE JUNKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC & SYVERSON STREGE SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC | NA | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN, SECRETARY VBHC | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & SYVERSON STREGE SENIOR FEE-ONLY PLANNER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & CO-FOUNDER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & CO-FOUNDER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & CO-FOUNDER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & CO-FOUNDER | NA | Control |
| SYVERSON, JOHNNE, DAVID | I | BOARD MEMBER VBHC & CO-FOUNDER | NA | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| VALUES BASED HOLDING CORPORATION | DE | HOLDING COMPANY | E | Control |
| STREGE, DAVID, GLENN | I | CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, WEALTH COACH | C | Control |
| STREGE, DAVID, GLENN | I | CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, SENIOR WEALTH COACH | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, SENIOR WEALTH COACH | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, SENIOR WEALTH COACH | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER,SENIOR WEALTH COACH | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER,SENIOR WEALTH COACH | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, SENIOR WEALTH COACH | C | Control |
| STREGE, DAVID, GLENN | I | CHAIRMAN/CHIEF COMPLIANCE OFFICER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, SENIOR WEALTH COACH | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER,SENIOR WEALTH COACH | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| STREGE, DAVID, GLENN | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR WEALTH COACH | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR WEALTH COACH | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR WEALTH COACH | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR WEALTH COACH | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR WEALTH COACH | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR WEALTH COACH | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR WEALTH COACH | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR WEALTH COACH | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| SYVERSON, JOHNNE, DAVID | I | PRESIDENT, CHAIRMAN, SENIOR FEE-ONLY FINANCIAL PLANNER | C | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | A | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | A | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | A | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | A | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | A | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | A | Control |
| GUNKEL, LANCE, DAVID | I | COO, SENIOR ANALYST | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | D | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | C | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | C | Control |
| STREGE, DAVID, GLENN | I | VALUES BASED HOLDING CORPORATION | C | Control |
| SYVERSON, JOHN, ARTHUR | I | VALUES BASED HOLDING CORPORATION | C | Control |
| SYVERSON, JOHN, ARTHUR | I | VALUES BASED HOLDING CORPORATION | C | Control |
| SYVERSON, JOHN, ARTHUR | I | VALUES BASED HOLDING CORPORATION | C | Control |
Registrations
Federal
IA
Aug 28, 2025 REGISTERED
Notice Filings (15)
AZ CA FL IA IL KS KY LA MI MN MO NE TX VA WI
Address
4125 WESTOWN PARKWAYSUITE 104
WEST DES MOINES, IA 50266
United States
Phone: 515-225-6000