Bradley Lewis, financial advisor Dubuque IA

Bradley Lewis

CRD 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.

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Company Name Location Dates Years
Steele Capital Management Dubuque, IA Oct 1997 - Current 26

Bradley Lewis has no recent exams reported.
Contact Info for Bradley Lewis
Phone Number: 563-588-2097
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    2,693
    MILLIONS
  • Total Number of Accounts
    4,060
    ACCOUNTS
  • Average Account Value
    $663,210
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, MI, MN, MO, NC, NE, NH, NY, PA, RI, SC, SD, TN, TX, VA, WI

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