STEELE CAPITAL MANAGEMENT - Revision history

Randylyon at 01:45, 5 March 2012

2012-03-05T01:45:41Z

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	Schmidt, Eileen Mozinski, "Steele Capital Handling $1 Billion in Assets," Telegraph Herald, Nov. 19, 2010		Schmidt, Eileen Mozinski, "Steele Capital Handling $1 Billion in Assets," Telegraph Herald, Nov. 19, 2010

	[[Category: ~~Financial Institutions~~]]		[[Category: Investments]]

Randylyon at 16:49, 13 August 2011

2011-08-13T16:49:31Z

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	Schmidt, Eileen Mozinski, "Steele Capital Handling $1 Billion in Assets," Telegraph Herald, Nov. 19, 2010		Schmidt, Eileen Mozinski, "Steele Capital Handling $1 Billion in Assets," Telegraph Herald, Nov. 19, 2010

	[[Category: ~~Company~~]]		[[Category: Financial Institutions]]

Randylyon at 04:17, 8 December 2010

2010-12-08T04:17:58Z

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	Schmidt, Eileen Mozinski, "Steele Capital Handling $1 Billion in Assets," Telegraph Herald, Nov. 19, 2010		Schmidt, Eileen Mozinski, "Steele Capital Handling $1 Billion in Assets," Telegraph Herald, Nov. 19, 2010

	[[Category: ~~Business~~]]		[[Category: Company]]

Randylyon at 02:01, 2 December 2010

2010-12-02T02:01:22Z

← Older revision		Revision as of 02:01, 2 December 2010
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	STEELE CAPITAL MANAGEMENT. The Steele family’s legacy in the financial services industry began in 1946, when Don T. Patrick Steele began his career as a financial adviser. Five of Steele's six children followed him into the financial services industry. His son, Mike Steele, became one of the nation’s most respected advisors.		[[Image:steelec.jpg\|left\|thumb\|250px\|]]STEELE CAPITAL MANAGEMENT. The Steele family’s legacy in the financial services industry began in 1946, when Don T. Patrick Steele began his career as a financial adviser. Five of Steele's six children followed him into the financial services industry. His son, Mike Steele, became one of the nation’s most respected advisors.

	In 1994 Kevin Timmerman joined the Steele organization to provide clients with investment and estate planning services. In 1996, Kevin and Mike established Steele Capital Management, Inc. as a Registered Investment Advisor (RIA) and began providing investment advice on a fee-only basis; a relatively new concept at the time. In 2002, Steele Capital Management added 401(k) administration and record-keeping to its service offering.		In 1994 Kevin Timmerman joined the Steele organization to provide clients with investment and estate planning services. In 1996, Kevin and Mike established Steele Capital Management, Inc. as a Registered Investment Advisor (RIA) and began providing investment advice on a fee-only basis; a relatively new concept at the time. In 2002, Steele Capital Management added 401(k) administration and record-keeping to its service offering.

Randylyon at 03:08, 27 November 2010

2010-11-27T03:08:09Z

← Older revision		Revision as of 03:08, 27 November 2010
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	In 1994 Kevin Timmerman joined the Steele organization to provide clients with investment and estate planning services. In 1996, Kevin and Mike established Steele Capital Management, Inc. as a Registered Investment Advisor (RIA) and began providing investment advice on a fee-only basis; a relatively new concept at the time. In 2002, Steele Capital Management added 401(k) administration and record-keeping to its service offering.		In 1994 Kevin Timmerman joined the Steele organization to provide clients with investment and estate planning services. In 1996, Kevin and Mike established Steele Capital Management, Inc. as a Registered Investment Advisor (RIA) and began providing investment advice on a fee-only basis; a relatively new concept at the time. In 2002, Steele Capital Management added 401(k) administration and record-keeping to its service offering.

	In 2010 Steele Capital Management managed over $1 billion for both individuals and company sponsored retirement plans, and provided daily record-keeping and administration to over 175 retirement plans. In that year only 17% of registered investment advisers nationwide managed more than one billion according to ''Financial Planning'' magazine. In addition to Dubuque, Steele Capital Management had offices in Des Moines and Minneapolis.		In 2010 Steele Capital Management managed over $1 billion for both individuals and company sponsored retirement plans, and provided daily record-keeping and administration to over 175 retirement plans. In that year only 17% of registered investment advisers nationwide managed more than one billion according to ''Financial Planning'' magazine. In addition to Dubuque, Steele Capital Management had offices in Des Moines and Minneapolis. The company was listed by Barron's magazine as among the Top 100 Independent Financial Advisors in the four previous years.

			---

			Source:

			Schmidt, Eileen Mozinski, "Steele Capital Handling $1 Billion in Assets," Telegraph Herald, Nov. 19, 2010

	[[Category: Business]]		[[Category: Business]]

Randylyon at 03:05, 27 November 2010

2010-11-27T03:05:33Z

← Older revision		Revision as of 03:05, 27 November 2010
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	In 1994 Kevin Timmerman joined the Steele organization to provide clients with investment and estate planning services. In 1996, Kevin and Mike established Steele Capital Management, Inc. as a Registered Investment Advisor (RIA) and began providing investment advice on a fee-only basis; a relatively new concept at the time. In 2002, Steele Capital Management added 401(k) administration and record-keeping to its service offering.		In 1994 Kevin Timmerman joined the Steele organization to provide clients with investment and estate planning services. In 1996, Kevin and Mike established Steele Capital Management, Inc. as a Registered Investment Advisor (RIA) and began providing investment advice on a fee-only basis; a relatively new concept at the time. In 2002, Steele Capital Management added 401(k) administration and record-keeping to its service offering.

	In 2010 Steele Capital Management managed over $1 billion for both individuals and company sponsored retirement plans, and provided daily record-keeping and administration to over 175 retirement plans. In addition to Dubuque, Steele Capital Management had offices in Des Moines and Minneapolis.		In 2010 Steele Capital Management managed over $1 billion for both individuals and company sponsored retirement plans, and provided daily record-keeping and administration to over 175 retirement plans. In that year only 17% of registered investment advisers nationwide managed more than one billion according to ''Financial Planning'' magazine. In addition to Dubuque, Steele Capital Management had offices in Des Moines and Minneapolis.

	[[Category: Business]]		[[Category: Business]]

Randylyon at 03:03, 27 November 2010

2010-11-27T03:03:35Z

← Older revision		Revision as of 03:03, 27 November 2010
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	STEELE CAPITAL MANAGEMENT. The Steele family’s legacy in the financial services industry ~~can be traced back to~~ 1946, when Don T. Patrick Steele began his career as a financial adviser. Five of Steele's six children followed him into the financial services industry, ~~with his son~~ Mike Steele, ~~becoming~~ one of the nation’s most respected advisors.		STEELE CAPITAL MANAGEMENT. The Steele family’s legacy in the financial services industry began in 1946, when Don T. Patrick Steele began his career as a financial adviser. Five of Steele's six children followed him into the financial services industry. His son, Mike Steele, became one of the nation’s most respected advisors.

	In 1994 Kevin Timmerman joined the Steele organization to provide clients with investment and estate planning services. ~~Soon thereafter, in~~ 1996, Kevin and Mike established Steele Capital Management, Inc. as a Registered Investment Advisor (RIA) and began providing investment advice on a fee-only basis; a relatively new concept at the time. In 2002, Steele Capital Management added 401(k) administration and record-keeping to its service offering.		In 1994 Kevin Timmerman joined the Steele organization to provide clients with investment and estate planning services. In 1996, Kevin and Mike established Steele Capital Management, Inc. as a Registered Investment Advisor (RIA) and began providing investment advice on a fee-only basis; a relatively new concept at the time. In 2002, Steele Capital Management added 401(k) administration and record-keeping to its service offering.

	In 2010 Steele Capital Management managed over $1 billion for both individuals and company sponsored retirement plans, and provided daily record-keeping and administration to over 175 retirement plans. In addition to Dubuque, Steele Capital Management had offices in Des Moines and Minneapolis.		In 2010 Steele Capital Management managed over $1 billion for both individuals and company sponsored retirement plans, and provided daily record-keeping and administration to over 175 retirement plans. In addition to Dubuque, Steele Capital Management had offices in Des Moines and Minneapolis.

	[[Category: Business]]		[[Category: Business]]

Randylyon: New page: STEELE CAPITAL MANAGEMENT. The Steele family’s legacy in the financial services industry can be traced back to 1946, when Don T. Patrick Steele began his career as a financial adviser. F...

2010-11-27T03:02:24Z

New page: STEELE CAPITAL MANAGEMENT. The Steele family’s legacy in the financial services industry can be traced back to 1946, when Don T. Patrick Steele began his career as a financial adviser. F...

New page

STEELE CAPITAL MANAGEMENT. The Steele family’s legacy in the financial services industry can be traced back to 1946, when Don T. Patrick Steele began his career as a financial adviser. Five of Steele's six children followed him into the financial services industry, with his son Mike Steele, becoming one of the nation’s most respected advisors.

In 1994 Kevin Timmerman joined the Steele organization to provide clients with investment and estate planning services. Soon thereafter, in 1996, Kevin and Mike established Steele Capital Management, Inc. as a Registered Investment Advisor (RIA) and began providing investment advice on a fee-only basis; a relatively new concept at the time. In 2002, Steele Capital Management added 401(k) administration and record-keeping to its service offering.

In 2010 Steele Capital Management managed over $1 billion for both individuals and company sponsored retirement plans, and provided daily record-keeping and administration to over 175 retirement plans. In addition to Dubuque, Steele Capital Management had offices in Des Moines and Minneapolis.

[[Category: Business]]