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Mark Alan Stevens

AT CAPITAL MANAGEMENT CORP.·DUBUQUE, Iowa
Clean record20 years registeredAT CAPITAL MANAGEMENT CORP.
895 MAIN STREET, DUBUQUE, IA 52001CRD# 5123164Firm CRD# 140215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Alan Stevens · DUBUQUE, IA
Registration
CRD #5123164 · AT CAPITAL MANAGEMENT CORP. · 20 years registered
Brand Profile
Not yet started
01

Career History

VESTERA WEALTH LLC
Sep 2025 – present
ATCAPITAL MANAGEMENT
Jan 2019 – Apr 2019
DUBUQUE, IA
ATCAPITAL MANAGEMENT
May 2006 – Dec 2018
DUBUQUE, IA
02

Registrations & Exams

Registration record
First registered · May 16, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AT CAPITAL MANAGEMENT CORP.
CRD 140215 · SEC 801-66771
AUM
$814M
Regulatory assets under management
Employees
6
14 client accounts
Services offered by AT CAPITAL MANAGEMENT CORP.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AT CAPITAL MANAGEMENT CORP. →
Introduction

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05

Frequently Asked Questions

What services does Mark Alan Stevens offer?
Mark Alan Stevens specializes in Investment Management, Wealth Management. Contact their office in DUBUQUE, Iowa for a consultation.
What are Mark Alan Stevens's credentials?
Mark Alan Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Alan Stevens located?
Mark Alan Stevens is based in DUBUQUE, Iowa, working with AT CAPITAL MANAGEMENT CORP.. Their office serves clients in the DUBUQUE metropolitan area and surrounding communities.
How does Mark Alan Stevens charge for services?
Mark Alan Stevens's firm is compensated through percentage of aum, subscription fees, other: percentage of assets consulted upon. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AT CAPITAL MANAGEMENT CORP.?
AT CAPITAL MANAGEMENT CORP. has approximately 6 employees and manages $814M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AT CAPITAL MANAGEMENT CORP.

Scott Joseph Steffen
DUBUQUE, IA

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