Kevin McLean
Syverson Strege · West Des Moines, Iowa
Kevin McLean is a fee-only financial advisor at Syverson Strege in West Des Moines, Iowa, who holds the CFA credential. Syverson Strege reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 | CFA |
| SEC registration | Investment adviser representative in IA · CRD 4220345 |
| Exams passed | Series 63 (2007) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.onlyworkforyou.com |
How Kevin'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 Kevin
Is Kevin McLean a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Syverson Strege reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Syverson Strege, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin McLean based?
Kevin McLean is based in West Des Moines, Iowa.
What credentials does Kevin McLean hold?
Kevin McLean holds the CFA credential.
Is Kevin McLean registered with the SEC?
Yes. Kevin McLean is registered as an investment adviser representative in IA (CRD 4220345), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Syverson Strege manage?
Syverson Strege reports $910.8M across 1,979 accounts in assets under management.
How do I contact Kevin McLean?
Through Kevin's website, www.onlyworkforyou.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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