Justin Schultz
Investment adviser representative at Steele Capital Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
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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
10 years in the industry.
- Steele Capital Management, Inc.Dec 2025 to now
- Ameriprise Financial Services, LLCJan 2023 to Dec 2025
- Midwestone BankJul 2022 to Jan 2023
- MenardsApr 2018 to Jul 2022
- Chick Fil aSep 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7695921
- Firm CRD
- 107097