Jason Gunkel
Syverson Strege · West Des Moines, Iowa
Jason Gunkel is a fee-only financial advisor at Syverson Strege in West Des Moines, Iowa, who holds the CAP, CFA and CFP credentials. Jason focuses on retirement planning, estate & legacy planning and tax planning. Syverson Strege reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Mid-life transitions
Facts
| Firm | Syverson Strege |
|---|---|
| Based in | West Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $910.8M across 1,979 accounts |
| Credentials | CAP · CFA · CFP · AEP · MBA |
| SEC registration | Investment adviser representative in IA · CRD 6300116 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | onlyworkforyou.com |
| Profile |
How Jason's firm compares
- Syverson Strege's average account is about $460,000, from its Form ADV (assets managed divided by 1,979 accounts).
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Questions about Jason
Is Jason Gunkel a fee-only financial advisor?
Yes. Jason Gunkel is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.
How does Jason charge for financial advice?
Jason's firm, Syverson Strege, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Gunkel based?
Jason Gunkel is based in West Des Moines, Iowa.
What does Jason specialize in?
Jason's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Jason works with executives, retirees and mid-life transitions.
What credentials does Jason Gunkel hold?
Jason Gunkel holds the CAP, CFA, CFP, AEP and MBA credentials.
Is Jason Gunkel registered with the SEC?
Yes. Jason Gunkel is registered as an investment adviser representative in IA (CRD 6300116), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Syverson Strege manage?
Syverson Strege reports $910.8M across 1,979 accounts in assets under management.
How do I contact Jason Gunkel?
Through Jason's website, onlyworkforyou.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Syverson Strege website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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