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Steven Lee Kane

KANE COMPANY WEALTH MANAGEMENT, INC.·JOHNSTON, Iowa
Clean record27 years registeredKANE COMPANY WEALTH MANAGEMENT, INC.
8831 THOMAS AVENUE, JOHNSTON, IA 50131-8001CRD# 4467286Firm CRD# 115756

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Lee Kane · JOHNSTON, IA
Registration
CRD #4467286 · KANE COMPANY WEALTH MANAGEMENT, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

KANE COMPANY WEALTH MANAGEMENT, INC.
Jan 1999 – present
02

Registrations & Exams

Registration record
First registered · January 1, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KANE COMPANY WEALTH MANAGEMENT, INC.
CRD 115756 · SEC 801-117373
AUM
$200M
Regulatory assets under management
Employees
3
617 client accounts
Services offered by KANE COMPANY WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KANE COMPANY WEALTH MANAGEMENT, INC. →
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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 at KANE COMPANY WEALTH MANAGEMENT, INC.

Jason James Kane
JOHNSTON, IA
CFP

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