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Justin Schultz

Steele Capital Management, Inc.

Dubuque, IA

CRD 7695921

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Employer firm

Steele Capital Management, Inc. CRD 107097

$3.55B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Steele Capital Management, Inc.

1000 Jackson Street Suite 201, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-12-10
  • IA RA
    APPROVED
    Since 2025-12-10

Branch Locations

1000 Jackson Street Suite 201, Dubuque, IA 52001 • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Asbury IA 01/2024 12/2025
Ameriprise Financial Services Llc Asbury IA 01/2023 01/2024
Midwestone Bank Key West IA 07/2022 01/2023
Menards Dubuque IA 04/2018 07/2022
Chick Fil A Dubuque IA 09/2016 04/2018
Dubuque Community School District Dubuque IA 01/2010 09/2016
Steele Capital Management, Inc. Dubuque IA 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
  • S66 Uniform Combined State Law Examination
    2024-05-24
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

NATIONS FINANCIAL GROUP, INC.
AVANTAX PLANNING PARTNERS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

CHAD JOSEPH KRUSE
ROBERT EMMETT LEE
SAWYER MARQUARDT

Nearby Offices

NATIONS FINANCIAL GROUP, INC. · Dubuque, IA
AVANTAX PLANNING PARTNERS, INC. · DUBUQUE, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Dubuque, IA

More in Dubuque, IA

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