Values Based Holding Corp is the parent co for Syverson Strege and Co, Sherpa, Charitable Resource Center, & Transition Point Business Advisors.
Syverson Strege and Company provides fee-only financial planning to individuals and families to become great stewards of their resources enabling them to pursue an enriched and fulfilled life. Sherpa Investment Management is a fee-only firm that helps individuals and groups navigate through the different financial terrains with portfolio reviews, investment management, goal projection services (GPS), and policy statement design. Charitable Giving Resource Center provides strategic advice and ser...
Current Hours
- Sun CLOSED
- Mon 7:30 AM - 5:00 AM
- Tue 7:30 AM - 5:00 AM
- Wed 7:30 AM - 5:00 AM
- Thu 7:30 AM - 5:00 AM
- Fri 7:30 AM - 5:00 AM
- Sat CLOSED
-
Sat CLOSED
- Location TypeHQ
- Opening Date1997
- Annual Revenue Estimateunknown
- SIC Code show
- Employees10 to 19
- Contactsshow
- Marketing Manager Gina David
- Phone 515-225-6000
- Email [email protected]
- Fax 515-225-6888
- President Johnne Syverson
- Phone 515-225-6000
- Email [email protected]
- CFO David Strege
- Phone 515-225-6000
- Email [email protected]
- Sherpa Investment Management Chief Operating Officer Lance Gunkel
- Phone 515-225-6000
- Email [email protected]
- Syverson Strege and Company Chief Operating Officer Brian McKibban
- Phone 515-225-6000
- Email [email protected]
- Charitable Giving Resource Center Chief Operating Officer Sue McEntee
- Phone 515-277-4050
- Email [email protected]
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