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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-01 |
Branch Locations
5245 Centennial Blvd Suite 104, Colorado Springs, CO 80919 • United States
425 Second Street Se Suite 365, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2024 | 12/2024 |
| Daily Drip | Scottsdale | AZ | 07/2023 | 08/2023 |
| Self Employed | Scottsdale | AZ | 10/2023 | 01/2024 |
| Self Employed | Iowa City | IA | 11/2021 | 05/2023 |
| Steele Wealth Management | Cedar Rapids | IA | 01/2020 | 03/2023 |
| Helping Hands | Iowa City | IA | 11/2019 | 03/2020 |
| Fruitzen | Cedar Rapids | IA | 05/2014 | 09/2016 |
| University Of Iowa | Iowa City | IA | 08/2018 | 01/2022 |
| Kennedy High School | Cedar Rapids | IA | 08/2014 | 05/2018 |
| University Of Iowa | Bilbao | 01/2022 | 05/2022 | |
| University Of Iowa | Iowa City | IA | 05/2022 | 12/2022 |
| Steele Wealth Management | Cedar Rapids | IA | 01/2025 | Present |
| Osaic Wealth, Inc | Cedar Rapids | IA | 01/2025 | Present |
| Mountainside Fitness | Phoenix | AZ | 01/2025 | 08/2026 |
1. NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS (City/State): TEMPE, AZ POSITION: N/A START DATE: 09/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY 2. STEELE WEALTH MANAGEMENT POSITION: Registered Administrative Assistant NATURE: Wealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2025 ADDRESS: 425 Second Street SE, Suite 365, Cedar Rapids IA 52401 DESCRIPTION: Administrative duties to a financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-24 |
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