Steele Capital Management, Inc.
Steele Capital Management, Inc. (CRD# 107097) is a financial advisory firm headquartered in Dubuque, IA. They manage $2,692,631,181 in 4,060 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management2,693MILLION
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Total Number of Accounts4,060ACCOUNTS
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Average Account Value$663,210
- 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, CO, FL, GA, IA, IL, MI, MN, MO, NC, NE, NH, NY, PA, RI, SC, SD, TN, TX, VA, WI
Christopher Boxleiter (CRD# 5352437) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 16 years of experience in the finance industry.
Vernon Henjes (CRD# 6150316) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 11 years of experience in the finance industry.
Jennifer Kettering (CRD# 6389879) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 9 years of experience in the finance industry.
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.
Michael Matone (CRD# 1010334) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Lakewood, FL and has over 33 years of experience in the finance industry.
Kathryn Moran (CRD# 5029925) 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.
Dawn Otting (CRD# 6236260) 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.
Martin Smith (CRD# 3133737) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 25 years of experience in the finance industry.
Nicholas Smith (CRD# 5340984) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 16 years of experience in the finance industry.
Michael Steele (CRD# 1017847) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 33 years of experience in the finance industry.