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Christopher Matthew Boxleiter

STEELE CAPITAL MANAGEMENT, INC.·DUBUQUE, Iowa
Series 6, Series 63, Series 65CFPClean record19 years registeredSTEELE CAPITAL MANAGEMENT, INC.
1000 JACKSON STREET, DUBUQUE, IA 52001CRD# 5352437Firm CRD# 107097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Matthew Boxleiter · DUBUQUE, IA
Registration
CRD #5352437 · STEELE CAPITAL MANAGEMENT, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

STEELE CAPITAL MANAGEMENT, INC.
Jul 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · July 12, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEELE CAPITAL MANAGEMENT, INC.
CRD 107097 · SEC 801-50636
AUM
$2.7B
Regulatory assets under management
Employees
14
4,060 client accounts
Services offered by STEELE CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at STEELE CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Christopher Matthew Boxleiter offer?
Christopher Matthew Boxleiter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in DUBUQUE, Iowa for a consultation.
What are Christopher Matthew Boxleiter's credentials?
Christopher Matthew Boxleiter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Matthew Boxleiter located?
Christopher Matthew Boxleiter is based in DUBUQUE, Iowa, working with STEELE CAPITAL MANAGEMENT, INC.. Their office serves clients in the DUBUQUE metropolitan area and surrounding communities.
How does Christopher Matthew Boxleiter charge for services?
Christopher Matthew Boxleiter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEELE CAPITAL MANAGEMENT, INC.?
STEELE CAPITAL MANAGEMENT, INC. has approximately 14 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEELE CAPITAL MANAGEMENT, INC.

Michael Hugh Doyle
DUBUQUE, IA
Kevin Joseph Timmerman
DUBUQUE, IA
Brett Allen Wessels
DUBUQUE, IA
Kathryn Lynn Moran
DUBUQUE, IA
Michael Daniel Steele
DUBUQUE, IA
Bradley Lewis
DUBUQUE, IA

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CFP

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