Christopher Boxleiter, financial advisor Dubuque IA
96 score

Christopher Boxleiter

CRD Number: 5352437
Current Firm: Steele Capital Management, Inc.

Christopher Boxleiter (CRD# 5352437) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry. Christopher Boxleiter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Steele Capital Management, Inc. Dubuque, IA Mar 2012 - Current 5
Steele Retirement Plan Services, Inc. Dubuque, IA Sep 2006 - Mar 2012 5
Midamerica Financial Services, Inc. Dubuque, IA Jun 2008 - Nov 2010 2
Applebees Dubuque, IA Dec 2001 - Feb 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Christopher M. Boxleiter
Phone Number: 563-588-2097
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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