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Steven Lee Kane

KANE COMPANY WEALTH MANAGEMENT, INC.·JOHNSTON, Iowa
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8831 THOMAS AVENUE, JOHNSTON, IA 50131-8001CRD# 4467286Firm CRD# 115756
01

About

Steven Lee Kane is a registered financial advisor based in JOHNSTON, Iowa, affiliated with KANE COMPANY WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KANE COMPANY WEALTH MANAGEMENT, INC.
KANE COMPANY WEALTH MANAGEMENT, INC.
AUM
$200M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KANE COMPANY WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4467286
Firm CRD# 115756
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Lee Kane offer?
Steven Lee Kane specializes in Financial Planning, Investment Management. Contact their office in JOHNSTON, Iowa for a consultation.
What are Steven Lee Kane's credentials?
Steven Lee Kane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Lee Kane located?
Steven Lee Kane is based in JOHNSTON, Iowa, working with KANE COMPANY WEALTH MANAGEMENT, INC.. Their office serves clients in the JOHNSTON metropolitan area and surrounding communities.
How does Steven Lee Kane charge for services?
Steven Lee Kane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KANE COMPANY WEALTH MANAGEMENT, INC.?
KANE COMPANY WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JOHNSTON
Mark Baron Davis — DEWAAY CAPITAL MANAGEMENT, INC.Dennis Lee Markway — IRON HORSE WEALTH MANAGEMENT, LLCJason James Kane — KANE COMPANY WEALTH MANAGEMENT, INC.
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
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