Christopher BoxleiterCRD 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.
Voya Financial Advisors, Inc.
Steele Capital Management, Inc.
Investments By Design, Inc.
|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|
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