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Matthew Johnne Syverson

SOUND STEWARDSHIP, LLC·OVERLAND PARK, Kansas
Series 7, Series 66Clean record25 years registeredSOUND STEWARDSHIP, LLC
9101 W. 110TH ST., OVERLAND PARK, KS 66210CRD# 4262528Firm CRD# 129755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Johnne Syverson · OVERLAND PARK, KS
Registration
CRD #4262528 · SOUND STEWARDSHIP, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

SOUND STEWARDSHIP, LLC
Jan 2004 – present
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.
Sep 2000 – Apr 2002
WEST DES MOINES, IA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 14, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUND STEWARDSHIP, LLC
CRD 129755 · SEC 801-110568
AUM
$217M
Regulatory assets under management
Employees
9
966 client accounts
Services offered by SOUND STEWARDSHIP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SOUND STEWARDSHIP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Johnne Syverson offer?
Matthew Johnne Syverson specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Matthew Johnne Syverson's credentials?
Matthew Johnne Syverson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Johnne Syverson located?
Matthew Johnne Syverson is based in OVERLAND PARK, Kansas, working with SOUND STEWARDSHIP, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Matthew Johnne Syverson charge for services?
Matthew Johnne Syverson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees for speaking engagements/seminars. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND STEWARDSHIP, LLC?
SOUND STEWARDSHIP, LLC has approximately 9 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jonathan David Harrison
OVERLAND PARK, KS

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