Thomas Joseph Halatek
Investment adviser representative at Steele Capital Management, Inc.
11 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
11 years in the industry.
- Steele Capital Management, Inc.Jun 2023 to now
- Kohl'sNov 2022 to May 2023
- Blain's Farm & FleetJun 2021 to Sep 2022
- AmazonJul 2020 to Aug 2020
- Loras CollegeAug 2019 to May 2024
- Dunkin DonutsAug 2018 to Oct 2018
- Lockport Township High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7939282
- Firm CRD
- 107097