Unclaimed Profile

Kevin Joseph Timmerman

STEELE CAPITAL MANAGEMENT, INC.·DUBUQUE, Iowa

Series 6, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredSTEELE 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. · 27 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Oct 2017 – present

STEELE CAPITAL MANAGEMENT, INC.

Jan 1999 – Sep 2017

DUBUQUE, IA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 27, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEELE CAPITAL MANAGEMENT, INC.

CRD 107097 · SEC 801-50636

AUM

$2.7B

Regulatory assets under management

Employees

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. →

Introduction

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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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