Trent Steines
Investment adviser representative at Steele Capital Management, Inc.
16 yearsExperience
1 stateRegistered in
$3.5BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Steele Capital Management, Inc.Sep 2023 to now
- First Community Trust, N.A.Nov 2021 to Sep 2023
- Prudential Investment Management Services, LLCJun 2015 to Oct 2021
- Prudential Insurance Company of AmericaOct 2010 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Steele Capital Management, Inc.
$3.5BAssets managed
1,644Clients
15Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5854680
- Firm CRD
- 107097