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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
01

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.

02

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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03

Firm Overview

Firm
STEELE CAPITAL MANAGEMENT, INC.
STEELE CAPITAL MANAGEMENT, INC.
AUM
$2.7B
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2519009
Firm CRD# 107097
View on FINRA BrokerCheck →

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05

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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