Steele Capital Management, Inc.

Vernon Henjes is a Series 65-licensed financial advisor with Steele Capital Management, Inc., where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Henjes serves as President and Director of Midwest Better Trucking Bureau Inc. and is a Director on the board of Siouxland Ethanol. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, supplemented by selective active management.

Brett Wessels is a CFA® charterholder and holds a Series 65 license, with 13 years of experience in the financial industry. He has been with Steele Capital Management, Inc. since 2012. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach that emphasizes low-fee, tax-advantaged, and passive investment vehicles, supplemented by selective active management.

Christopher Boxleiter is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Steele Capital Management, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Dubuque, Iowa. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investments, supplemented by selective active management, and acts as a fiduciary under ERISA/IRC standards.

Martin Smith is a financial advisor with Steele Capital Management, Inc. in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Steele Capital Management since 2003. Outside of his advisory role, he is a partner in two commercial cleaning businesses, Tenth Avenue, LLC and JMR Holdings, LLC, serving in a passive oversight capacity. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investment vehicles, supplemented by selective active management, and acts as a fiduciary under ERISA/IRC standards.

William Streff is a CFP® with 17 years of industry experience. He is currently with Steele Capital Management, Inc., where he has worked since 2026. Prior to this, he was with Streff Wealth Management for eight years and Iron Horse Wealth Management for five years. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investments, along with selective active management.

Bradley Lewis is a CFP® professional with 27 years of industry experience, currently serving at Steele Capital Management, Inc. in Dubuque, Iowa, where he has worked since 1997. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach, focusing on low-fee, tax-advantaged, and passive investments with selective active management, and acts as a fiduciary for retirement accounts under ERISA/IRC standards.

Jennifer Kettering is a financial advisor at Steele Capital Management, Inc. in Dubuque, Iowa, holding a Series 65 designation with 11 years of industry experience. She has been with Steele Capital Management since 1992. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans, offering portfolio management, retirement-plan consulting, participant education, and financial planning. The firm employs a long-term, buy-and-hold investment approach with a focus on low-fee, tax-advantaged investments and uses strategic asset allocation and periodic rebalancing to manage client portfolios.

Nicholas Hoffmann is a financial advisor with Steele Capital Management, Inc. in Dubuque, IA, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Honkamp Krueger and St. Ambrose College. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investments, supplemented by selective active management, and serves as subadvisor to several Collective Investment Funds used in the retirement plans it advises.

Trent Steines is a financial advisor at Steele Capital Management, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at First Community Trust, N.A. and Prudential Investment Management Services, LLC. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm emphasizes long-term, buy-and-hold investment strategies using low-fee, tax-advantaged, and passive vehicles, supplemented by selective active management.

Michael Steele is a financial advisor with Steele Capital Management, Inc. in Dubuque, IA, holding a Series 63 designation and over 43 years of industry experience. He has been with Steele Capital Management since 1994. Outside of his advisory work, he is involved in managing and selling commercial and residential real estate properties. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investments, with selective active management, and serves as a fiduciary for retirement accounts under ERISA/IRC standards.

Kathryn Moran is a financial advisor at Steele Capital Management, Inc. in Dubuque, IA, with 12 years of industry experience. She holds a Series 65 designation and has been with Steele Capital Management since 2002. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investment vehicles, complemented by selective active management.

Thomas Halatek is a financial advisor at Steele Capital Management, Inc. in Dubuque, IA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Kohl's, Loras College, Blain's Farm & Fleet, Amazon, Dunkin Donuts, and Lockport Township High School. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, complemented by selective active management and strategic asset allocation.

Justin Schultz is a financial advisor at Steele Capital Management, Inc. in Dubuque, Iowa, holding a Series 66 designation with two years of industry experience. Prior to joining Steele Capital Management, he worked at Ameriprise and Midwestone Bank, and has a background that includes roles in retail and education. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, complemented by selective active management and strategic asset allocation.

Nicholas Smith is a CFP® professional with 18 years of industry experience, currently serving at Steele Capital Management, Inc. since 2007. He operates a personal farming business in the Epworth, Iowa area as a sole proprietor outside of his advisory role. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans, emphasizing long-term, buy-and-hold strategies with low-fee, tax-advantaged investments and selective active management.

Dawn Otting is a financial advisor at Steele Capital Management, Inc. in Dubuque, IA, with 12 years of industry experience. She holds a Series 65 designation and has been with Steele Capital Management since 2013. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach with an emphasis on low-fee, tax-advantaged investments and strategic asset allocation.