Teresa Baumann
Syverson Strege · West Des Moines, Iowa
Teresa Baumann is a fee-only financial advisor at Syverson Strege in West Des Moines, Iowa, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in IA · CRD 5998004 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.onlyworkforyou.com |
How Teresa'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 Teresa
Is Teresa Baumann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Teresa 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 Teresa charge for financial advice?
Teresa's firm, Syverson Strege, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Teresa Baumann based?
Teresa Baumann is based in West Des Moines, Iowa.
What credentials does Teresa Baumann hold?
Teresa Baumann holds the CFP credential.
Is Teresa Baumann registered with the SEC?
Yes. Teresa Baumann is registered as an investment adviser representative in IA (CRD 5998004), 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 Teresa Baumann?
Through Teresa'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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