Tim Roemmich
Syverson Strege · West Des Moines, Iowa
Tim Roemmich 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 2542999 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.onlyworkforyou.com |
How Tim'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 Tim
Is Tim Roemmich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tim 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 Tim charge for financial advice?
Tim's firm, Syverson Strege, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tim Roemmich based?
Tim Roemmich is based in West Des Moines, Iowa.
What credentials does Tim Roemmich hold?
Tim Roemmich holds the CFP credential.
Is Tim Roemmich registered with the SEC?
Yes. Tim Roemmich is registered as an investment adviser representative in IA (CRD 2542999), 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 Tim Roemmich?
Through Tim'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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