Bradley LewisCRD Number: 3007279
Current Firm: Steele Capital Management, Inc.
Bradley Lewis (CRD# 3007279) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Voya Financial Advisors, Inc.
Steele Capital Management, Inc.
Investments By Design, Inc.
|Steele Capital Management||Dubuque, IA||Oct 1997 - Current||19|
Total Assets Under Management1,607MILLIONS
Total Number of Accounts3,033ACCOUNTS
Average Account Value$529,800
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, FL, GA, IA, IL, MI, MN, MO, NC, NE, NJ, NY, RI, SD, TX, WI