The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

67. Steele Capital Management

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

Previous appearances on FA 100 List: 2 (No. 81 in 2020)

Principals:

Mike Steele, Chief Executive Officer

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:

steelecapital.com

788 Main Street, Dubuque, IA 52001

(800) 397-2097