Lance Gunkel
Syverson Strege · West Des Moines, Iowa
Lance Gunkel is a fee-only financial advisor at Syverson Strege in West Des Moines, Iowa, who holds the CFP and CFA credentials. 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 | CFP · CFA |
| SEC registration | Investment adviser representative in IA · CRD 4231652 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.onlyworkforyou.com |
How Lance'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 Lance
Is Lance Gunkel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance 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 Lance charge for financial advice?
Lance's firm, Syverson Strege, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lance Gunkel based?
Lance Gunkel is based in West Des Moines, Iowa.
What credentials does Lance Gunkel hold?
Lance Gunkel holds the CFP and CFA credentials.
Is Lance Gunkel registered with the SEC?
Yes. Lance Gunkel is registered as an investment adviser representative in IA (CRD 4231652), 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 Lance Gunkel?
Through Lance'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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