Steele Wealth Management, Inc.

Steele Wealth Management, Inc. Kelly Steele founded Steele Wealth Management, Inc. over 20 years ago. Iowa native Kelly Steele has been helping clients reach their financial goals since 2000.

He says, "It is important to reassess your investment and insurance needs whenever you have a significant life event, such as a birth, death, marriage, divorce, job change, retirement, inheritance, or the sale of a farm or business. We help people during those transitions, so that they can focus on what is most important to them." Kelly graduated from the University of Iowa College of Law in 1990,

and is licensed to practice law in Iowa and Colorado. In addition to having a Juris Doctorate (J.D.) degree, Kelly is also a Certified Fund Specialist (C.F.S.). Kelly has also completed the General Securities (Series 7), General Securities Principal (Series 24), the Uniform Securities Agent State Law (Series 63), and the Uniform Combined State Law (Series 66) exams. Kelly has previously been involved with numerous boards and civic organizations, including Rotary, the Linn County Board of Health, the Knox Presbyterian Church Board of Directors, the Steele Family Scholarship Foundation, the Cedar Rapids Adventurers Guild, and the Junior Cougars Girls Basketball Board of Directors. He is also very proud of his service in the U.S. Marine Corps. Kelly lives in Iowa and Colorado. He enjoys participating in and attending sporting events, traveling, reading, coaching youth sports, and spending time with girlfriend, Jody, and his two daughters, Alana & Bella. A "bucket list" guy, Kelly enjoys achieving high personal goals. In the past few years, Kelly has skydived three times, climbed Pikes Peak seven times, climbed Mt. Rainier twice, did a winter climb of Mount Whitney, and has completed two Ironman Triathlons. Disclaimer: At Osaic Wealth, Inc., Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through Osaic Wealth, Inc. Steele Wealth Management, Inc. and Osaic Wealth, Inc. are not affiliated. www.finra.org
www.sipc.org
LD047719-02/14

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Address

425 Second Street SE, Suite 365
Cedar Rapids, IA
52401

Telephone

+13193101168

Website

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