Steeleworks Wealth Management
Steeleworks Wealth Management (CRD# 137552) is a financial advisory firm headquartered in Hiawatha, IA. They manage $20,000,000 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts61ACCOUNTS
Average Account Value$327,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Barbara Hein (CRD# 4079052) is an Investment Advisor Representative working at Steeleworks Wealth Management in Clive, IA and has over 18 years of experience in the finance industry. Barbara Hein 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.
Michael Steele (CRD# 4467232) is an Investment Advisor Representative working at Steeleworks Wealth Management in Cedar Rapids, IA and has over 16 years of experience in the finance industry.
Annette Goede (CRD# 6900780) is an Investment Advisor Representative working at Steeleworks Wealth Management in Hiawatha, IA and has 1 year of experience in the finance industry.