Advisor at Steele Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Steele Capital Management, Inc.
Location
Dubuque, IA 52001
Credentials
Series 63, Series 65
Industry experience
8 years
Trent Steines is a financial advisor at Steele Capital Management, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at First Community Trust, N.A. and Prudential Investment Management Services, LLC. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm emphasizes long-term, buy-and-hold investment strategies using low-fee, tax-advantaged, and passive vehicles, supplemented by selective active management.
Based on Steele Capital Management, Inc.
Based on Steele Capital Management, Inc.
Flat fees for selected retirement plan consulting services, generally client specific, typically subject to a minimum of $20,000
$0+: Up to 1.5% annually for Individual Advisory Services $0+: Up to 1.25% annually for Retirement Plan Consulting Services
Hourly fees for selected retirement plan consulting services range from $100 to $450 per hour
Minimum fee: Annual minimum fee negotiable; for retirement plan consulting flat fees typically subject to a minimum of $20,000 Fee-only: Investment management services provided on a fee-only basis, no commissions received by SCM
1000 Jackson Street, Suite 201
Dubuque, IA 52001
Iowa
Steele Capital Management, Inc.
2023 - Present (3 years)
First Community Trust, N.A.
2021 - 2023 (2 years)
Prudential Investment Management Services, LLC
2015 - 2021 (6 years)
Prudential insurance company of america
2010 - 2021 (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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