Tatum Steele

Current Employers

Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-04-15

WA RA
APPROVED

Since 2026-04-15

Branch Locations

705 S 9Th St Suite 201, Tacoma, WA 98405 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Independent Financial Partners	Tampa	FL	04/2026	Present
Russell Investments	Seattle	WA	06/2018	05/2025
Steele Capital Management	Olympia	WA	05/2025	Present
Washington State University	Pullman	WA	08/2014	05/2018

04/2026 → Present

Independent Financial Partners

Tampa, FL
06/2018 → 05/2025

Russell Investments

Seattle, WA
05/2025 → Present

Steele Capital Management

Olympia, WA
08/2014 → 05/2018

Washington State University

Pullman, WA

Previous Registrations

2026-02-05 → 2026-05-07

Bedrock Investment Advisors

Scottsdale, AZ

Other Businesses

(1) Steele Capital Management - investment related - 400 Union Ave SE Suite #200, Olympia, WA 98501 - financial planning DBA - owner - start date May 17, 2025 - 200 hours/month (135 during trading hours) - financial planning and client servicing

Current Employers

Independent Financial Partners

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews