Matthew Johnne Syverson
MS
CFP
Matthew Johnne Syverson
MS
CFP

Matthew Johnne Syverson

23 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingSpecial Needs PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$243.6M

Fee Structure

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Matthew Johnne Syverson
MS
Matthew Johnne Syverson

Location

9101 W. 110th St., Suite 150, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sound Stewardship, LLC
January 2004 - Present · 22 yrs 1 mo
Previous Registrations
American Express Financial Advisors, INC.
September 2000 - April 2002 · 1 yr 7 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
Matthew Johnne Syverson
MS
Contact
Matthew Johnne Syverson