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STEELE CAPITAL MANAGEMENT, INC.
STEELE CAPITAL MANAGEMENT, INC.
DUBUQUE, Iowa
·
8 registered advisors
·
CRD# 107097
SEC# 801-50636
2
563-588-2097
01
Firm Overview
AUM
$2.7B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at STEELE CAPITAL MANAGEMENT, INC.
8 registered advisors
Bradley Lewis
DUBUQUE, Iowa
CRD# 3007279
Brett Allen Wessels
DUBUQUE, Iowa
CRD# 6114351
Christopher Matthew Boxleiter
DUBUQUE, Iowa
CFP
CRD# 5352437
Kathryn Lynn Moran
DUBUQUE, Iowa
CRD# 5029925
Kevin Joseph Timmerman
DUBUQUE, Iowa
CRD# 2519009
Michael Daniel Steele
DUBUQUE, Iowa
CRD# 1017847
Michael Hugh Doyle
DUBUQUE, Iowa
CRD# 2569871
Nicholas Patrick Smith
DUBUQUE, Iowa
CRD# 5340984
05
Office Locations
DUBUQUE, Iowa
8 advisors
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Data sourced from SEC Form ADV filings. STEELE CAPITAL MANAGEMENT, INC. (CRD# 107097) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.