In the News

Barron’s Names Steele Capital Management as one of the Top 100 Independent Financial Advisors

Barron’s has ranked Steele Capital Management as one of the Top 100 Independent Financial Advisors for the tenth consecutive year, currently ranking SCM at #39. SCM is one of twelve advisors who have appeared on every single Top 100 Independent Advisor ranking since its inception ten years ago. Complete 2016 Rankings.

The Barron’s rankings are based on data provided by surveyed investment advisors. Advisors who do not participate in the survey are not ranked.The formula Barron’s uses to rank advisors has three major components: assets managed, annual revenue, and quality of practice. Investment returns are not a component of the rankings. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.

Barron’s Ranks Kevin Timmerman as the Top Financial Advisor in the State of Iowa for Four Consecutive Years

Barron’s has ranked our company president, Kevin Timmerman, as the top financial advisor in the state of Iowa for four consecutive years. See the Barron’s ranking.

The Barron’s rankings are based on data provided by surveyed investment advisors. Advisors who do not participate in the survey are not ranked.The formula Barron’s uses to rank advisors has three major components: assets managed, annual revenue, and quality of practice. Investment returns are not a component of the rankings. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.

Forbes Ranks SCM as One of the Hundred Fastest Growing RIA Firms Over Ten Years

Steele Capital Management, Inc., has been listed on the Forbes/RIA Channel 2016 annual ranking of its 100 Fastest Growing RIA Firms. RIA Channel has been producing the RIA lists for Forbes since 2006. This year’s unique ranking showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets. Ranking Methodology.

Wall Street Journal Article Features Steele Capital Management

An Adviser Dips a Toe Into Real Estate

A property fund is one element in a suggested portfolio for moderate-risk investors

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On The Money

Kevin J. Timmerman, JD, CMFC, President of Steele Capital Management, makes appearances on CNBC’s “On The Money.”

Featured a number of times on CNBC’s “One the Money,” Kevin Timmerman reminds investors that “There are two things that will blow up your portfolio – panic and greed.” Watch this highlight real for more helpful insights.

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