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Tamara Rae Steele

STEELE FINANCIAL INC.·PENDLETON, Indiana
Clean recordSTEELE FINANCIAL INC.
131 N. PENDLETON AVENUE, PENDLETON, IN 46064CRD# 3227494Firm CRD# 139863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tamara Rae Steele · PENDLETON, IN
Registration
CRD #3227494 · STEELE FINANCIAL INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Tamara Rae Steele is a registered financial advisor based in PENDLETON, Indiana, affiliated with STEELE FINANCIAL INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STEELE FINANCIAL INC.
STEELE FINANCIAL INC.
AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STEELE FINANCIAL INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3227494
Firm CRD# 139863
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tamara Rae Steele offer?
Tamara Rae Steele specializes in Financial Planning, Investment Management. Contact their office in PENDLETON, Indiana for a consultation.
What are Tamara Rae Steele's credentials?
Tamara Rae Steele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tamara Rae Steele located?
Tamara Rae Steele is based in PENDLETON, Indiana, working with STEELE FINANCIAL INC.. Their office serves clients in the PENDLETON metropolitan area and surrounding communities.
How does Tamara Rae Steele charge for services?
Tamara Rae Steele's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEELE FINANCIAL INC.?
STEELE FINANCIAL INC. has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)
City Guides
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Research
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