Michael Daniel Steele

ChFC

42 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Steele Capital Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

13 advisors

Number of Clients

1,601 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$3.0B

Fee Structure

Financial Planning:Included in AUM fee

Location

1000 Jackson Street, Suite 201, Dubuque, IA, 52001

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History

Regulatory History (1)

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Regulatory

September 1995

Final

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Other Business Activities

Michael is a passive investor in several real estate and private business ventures, including Interstate Building, LLLP, 965 Development, North Cascade Road Developers, LLC, RIC Funds, and Iowa Hawk Air. He also owns MS Hawkeye Group, spending minimal time working with a real estate agent to sell property.

Employment History

Current Registrations

Steele Capital Management, INC.

January 1999 - Present · 27 yrs 1 mo

Previous Registrations

Steele Capital Management, INC.

January 1999 - December 2002 · 3 yrs 11 mos

Robert W. Baird & CO. IncorporatedBroker

June 1989 - December 1990 · 1 yr 6 mos

Integrated Resources Equity CorporationBroker

September 1984 - February 1989 · 4 yrs 5 mos

Northwestern Mutual Investment Services, LLCBroker

January 1983 - November 2010 · 27 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.