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).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $327,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Steeleworks Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Barbara L. Hein
CRD#: 4079052
12289 Stratford Drive, Clive, IA 50325
96
Wealthminder
score

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.

2
Michael J. Steele
CRD#: 4467232
4403 First Avenue Se, Suite 302, Cedar Rapids, IA 52402
96
Wealthminder
score

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.

3
Annette M. Goede
CRD#: 6900780
1011 Longfellow Drive, Suite A, Hiawatha, IA 52233
87
Wealthminder
score

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.

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