Carol Steele, financial advisor Orland Park IL

Carol Steele

CRD Number: 1941642
Current Firm: Cetera Investment Advisers LLC

Carol Steele (CRD# 1941642) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orland Park, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Jan 2018 - Current 6
Cetera Investment Advisers LLC Orland Park, IL Jan 2018 - Current 6
Marquette National Bank Orland Park, IL Mar 1999 - Current 25
Invest Financial Corporation Orland Park, IL Mar 2003 - Jan 2018 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Carol A. Steele
Phone Number: 888-528-2987
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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