Steele Capital Management, based in Dubuque, IA, is ranked No. 67 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $2.7B+
Years in Business: 25
Accounts Under Management: 3,926
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Previous appearances on FA 100 List: 2 (No. 81 in 2020)
Principals:
Mike Steele, Chief Executive Officer
Money Report
Brett Wessels, Chief Investment Officer
Katie Moran, Chief Financial Officer & Chief Compliance Officer
Brad Lewis, Senior Portfolio Manager
Nick Smith, Senior Portfolio Manager
Chris Boxleiter, Director of Company Sponsored Retirement Plans
Contact:
788 Main Street, Dubuque, IA 52001
(800) 397-2097
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