Scott SteffenCRD Number: 4505539
Current Firm: Atcapital Management
Scott Steffen (CRD# 4505539) is an Investment Advisor Representative working at Atcapital Management in Dubuque, IA and has over 14 years of experience in the finance industry.
Steele Capital Management, Inc.
Investments By Design, Inc.
Wayne Hummer Investments LLC
|Atcapital Management||Dubuque, IA||Oct 2015 - Current||1|
|American Trust & Savings||Dubuque, IA||Nov 2007 - Current||8|
|At Financial Advisors Corp.||Dubuque, IA||May 2008 - Sep 2015||7|
|At Financial Advisors Corp||Dubuque, IA||Nov 2007 - Sep 2015||7|
|Brokers International Financial Services||Panora, IA||Sep 2009 - Nov 2010||1|
|Prudential Investment Management Services LLC||Dubuque, IA||Dec 2004 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management490MILLIONS
Total Number of Accounts79ACCOUNTS
Average Account Value$6,197,593
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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