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.
Financial Advisor 100

24. Steele Capital Management

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Steele Capital Management, based in Dubuque, Iowa, is ranked No. 24 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $3 billion
Accounts Under Management: 4,184
Years in Business: 29

Leadership and Contact Information:
Mike Steele, chief executive officer
Kathryn Moran, chief operations officer and chief financial officer
Brett Wessels, chief investment officer

steelecapital.com
1000 Jackson St., Suite 201, Dubuque, IA 52001
(800) 397-2097

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