Unclaimed Profile

Kevin Joseph Timmerman

STEELE CAPITAL MANAGEMENT, INC.·DUBUQUE, Iowa

Clean recordSTEELE CAPITAL MANAGEMENT, INC.

788 MAIN ST, DUBUQUE, IA 52001CRD# 2519009Firm CRD# 107097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Joseph Timmerman · DUBUQUE, IA

Registration

CRD #2519009 · STEELE CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Joseph Timmerman is a registered financial advisor based in DUBUQUE, Iowa, affiliated with STEELE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STEELE CAPITAL MANAGEMENT, INC.

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEELE CAPITAL MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2519009

Firm CRD# 107097

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Joseph Timmerman offer?

Kevin Joseph Timmerman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in DUBUQUE, Iowa for a consultation.

What are Kevin Joseph Timmerman's credentials?

Kevin Joseph Timmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Joseph Timmerman located?

Kevin Joseph Timmerman 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 Kevin Joseph Timmerman charge for services?

Kevin Joseph Timmerman'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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