Johnne Syverson (AEP, CAP, CFP®, MSFS)

Johnne Syverson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Johnne Syverson has more than 35 years experience in financial planning services. He is a Certified Financial Planner™ (CFP®) Practitioner and one of only 1,600 practitioners in the United States who is credentialed as an Accredited Estate Planner (AEP). Johnne serves as a resource to other professionals in the area of charitable tax planning, a strategy that enables individuals to increase their income, reduce taxes, and preserve their estate for their heirs and the charities of their choice. He was one of the first practitioners in the nation to be awarded the Chartered Advisor in Philanthropy (CAP®) designation. He is a Senior Fee-Only Planner with Syverson Strege & Company, an independent, fee-only financial planning firm specializing in values-based planning for high net worth families. This strategy incorporates philanthropic values into the traditional planning process.
 
 

Additional Information

Johnne is a past president of the Polk County Estate Planning Council, past president of the central Iowa chapter of Financial Planning Association (FPA), past president of the Mid-Iowa Planned Giving Council, and past president of the International Association of Advisors in Philanthropy (AiP). He is a member of the National Association of Personal Financial Advisors (NAPFA) and currently serves on the NAPFA Education Foundation Board.  Johnne holds a Master of Science degree in Financial Services (MSFS) from the American College in Bryn Mawr, PA. He and his wife, Linda, live in West Des Moines, Iowa, and have three adult children and eight grandchildren.

NAPFA Start Date

May 08, 2000

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This Office

4125 Westown Pkwy Ste 104 West Des Moines, IA 50266-5928 Phone: (515) 225-6000 Fax: (515) 225-6888