ABOUT US
A Legacy of Shared Perspective
As a father-daughter team, we bring both experience and youthful enthusiasm to our business and clientele. Kelly Steele has weathered the many ups and downs of the market in his 25 years as a wealth advisor, while Bella Steele keeps our business refreshingly new with her financial planning expertise and tech savviness.
Two Perspectives. One Goal.
As part of Steele Wealth Management approach, we made the decision to jointly help every client, so that each client has two sets of eyes on their accounts and financial goals. This differentiates us from many of our competitors. More importantly, our 200 clients appreciate both our teamwork and our redundancy.
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Kelly Steele
President
319-310-1168 │ksteele@osaicwealth.com
Kelly D. Steele is an Iowa native, a 1987 graduate of William Penn College, and a 1990 graduate of the University of Iowa College of Law. During his 25+ years as a financial advisor, Kelly has passed numerous securities and insurance exams, including the Series 6, 7, 24, 63, and 66 exams. Kelly has also earned the Certified Fund Specialist (CFS) designation. As president of Steele Wealth Management, Kelly has helped over 200 clients pursue their financial goals in many states, including Iowa, Colorado, Arizona, Florida, Texas, North Carolina, and Illinois.
In addition to being a financial advisor, Kelly is also a lawyer, licensed in both Iowa & Colorado. He has represented over 5,000 individuals with their legal matters and has acted as lead counsel in over 50 jury trials. Kelly has been a member of the Iowa State Bar Association for over 30 years.
Kelly has served his country and community in a variety of roles, including as a sergeant in the U.S. Marine Corps Reserve and as a youth & high school coach (basketball, football, soccer, and track & field). He is active in Rotary International, Rotary Champions, and Leadership Pikes Peak, as well as being a U.S. Air Force Academy Sponsor for two cadets. He has previously served as a board member for the Linn County Board of Health, the Junior Cougars Girls Basketball Program, the Steele Family Scholarship Foundation, the Cedar Rapids Adventurers Guild, the Colorado Springs Adventurers Guild, and Knox Presbyterian Church.
Kelly's primary passion is "adventuring" with his fiance, Jody, and daughters, Alana and Bella. Their adventures have included climbing mountains, skydiving, white-water rafting, trail & ultrarunning, cycling, and traveling. Kelly is a voracious reader and often says that the best gift he ever received was a library card from his mother when he was 10-years old. Kelly and Jody split their time between Iowa and Colorado with their cat, Ozzie.
Kelly Steele
President
319-310-1168 │ksteele@osaicwealth.com
Kelly D. Steele is an Iowa native, a 1987 graduate of William Penn College, and a 1990 graduate of the University of Iowa College of Law. During his 25+ years as a financial advisor, Kelly has passed numerous securities and insurance exams, including the Series 6, 7, 24, 63, and 66 exams. Kelly has also earned the Certified Fund Specialist (CFS) designation. As president of Steele Wealth Management, Kelly has helped over 200 clients pursue their financial goals in many states, including Iowa, Colorado, Arizona, Florida, Texas, North Carolina, and Illinois.
In addition to being a financial advisor, Kelly is also a lawyer, licensed in both Iowa & Colorado. He has represented over 5,000 individuals with their legal matters and has acted as lead counsel in over 50 jury trials. Kelly has been a member of the Iowa State Bar Association for over 30 years.
Kelly has served his country and community in a variety of roles, including as a sergeant in the U.S. Marine Corps Reserve and as a youth & high school coach (basketball, football, soccer, and track & field). He is active in Rotary International, Rotary Champions, and Leadership Pikes Peak, as well as being a U.S. Air Force Academy Sponsor for two cadets. He has previously served as a board member for the Linn County Board of Health, the Junior Cougars Girls Basketball Program, the Steele Family Scholarship Foundation, the Cedar Rapids Adventurers Guild, the Colorado Springs Adventurers Guild, and Knox Presbyterian Church.
Kelly's primary passion is "adventuring" with his fiance, Jody, and daughters, Alana and Bella. Their adventures have included climbing mountains, skydiving, white-water rafting, trail & ultrarunning, cycling, and traveling. Kelly is a voracious reader and often says that the best gift he ever received was a library card from his mother when he was 10-years old. Kelly and Jody split their time between Iowa and Colorado with their cat, Ozzie.
Kelly Steele
President
319-310-1168 │ksteele@osaicwealth.com
Kelly D. Steele is an Iowa native, a 1987 graduate of William Penn College, and a 1990 graduate of the University of Iowa College of Law. During his 25+ years as a financial advisor, Kelly has passed numerous securities and insurance exams, including the Series 6, 7, 24, 63, and 66 exams. Kelly has also earned the Certified Fund Specialist (CFS) designation. As president of Steele Wealth Management, Kelly has helped over 200 clients pursue their financial goals in many states, including Iowa, Colorado, Arizona, Florida, Texas, North Carolina, and Illinois.
In addition to being a financial advisor, Kelly is also a lawyer, licensed in both Iowa & Colorado. He has represented over 5,000 individuals with their legal matters and has acted as lead counsel in over 50 jury trials. Kelly has been a member of the Iowa State Bar Association for over 30 years.
Kelly has served his country and community in a variety of roles, including as a sergeant in the U.S. Marine Corps Reserve and as a youth & high school coach (basketball, football, soccer, and track & field). He is active in Rotary International, Rotary Champions, and Leadership Pikes Peak, as well as being a U.S. Air Force Academy Sponsor for two cadets. He has previously served as a board member for the Linn County Board of Health, the Junior Cougars Girls Basketball Program, the Steele Family Scholarship Foundation, the Cedar Rapids Adventurers Guild, the Colorado Springs Adventurers Guild, and Knox Presbyterian Church.
Kelly's primary passion is "adventuring" with his fiance, Jody, and daughters, Alana and Bella. Their adventures have included climbing mountains, skydiving, white-water rafting, trail & ultrarunning, cycling, and traveling. Kelly is a voracious reader and often says that the best gift he ever received was a library card from his mother when he was 10-years old. Kelly and Jody split their time between Iowa and Colorado with their cat, Ozzie.
Isabella Steele
Financial Advisor Assistant
319-389-8807 │isteele@osaicwealth.com
Isabella Steele is originally from Cedar Rapids, Iowa. In 2022, she graduated from the Tippie College of Business at the University of Iowa, with a major in Finance, a minor in Spanish, and a certificate in International Business. In college, Bella participated in the Women in Business Club and the Delta Gamma Sorority, and studied abroad in Bilbao, Spain.
After graduation, Bella moved to Tempe, Arizona, where she gained valuable experience at Vanguard and successfully passed the Series 7 and 63 securities exams. She also has her life and health insurance license in Arizona.
Since joining her father, Kelly, at Steele Wealth Management, Inc. as a Financial Advisor Assistant, Bella has passed the Series 66 securities exam, allowing her to become an Investment Advisor Representative (IAR) in the future. She has continued to further her education by attending numerous financial advisor and financial planning programs.
Bella enjoys hiking, traveling, reading, listening to music, and spending time with her friends & family.
Isabella Steele
Financial Advisor Assistant
319-389-8807 │isteele@osaicwealth.com
Isabella Steele is originally from Cedar Rapids, Iowa. In 2022, she graduated from the Tippie College of Business at the University of Iowa, with a major in Finance, a minor in Spanish, and a certificate in International Business. In college, Bella participated in the Women in Business Club and the Delta Gamma Sorority, and studied abroad in Bilbao, Spain.
After graduation, Bella moved to Tempe, Arizona, where she gained valuable experience at Vanguard and successfully passed the Series 7 and 63 securities exams. She also has her life and health insurance license in Arizona.
Since joining her father, Kelly, at Steele Wealth Management, Inc. as a Financial Advisor Assistant, Bella has passed the Series 66 securities exam, allowing her to become an Investment Advisor Representative (IAR) in the future. She has continued to further her education by attending numerous financial advisor and financial planning programs.
Bella enjoys hiking, traveling, reading, listening to music, and spending time with her friends & family.
Isabella Steele
Financial Advisor Assistant
319-389-8807 │isteele@osaicwealth.com
Isabella Steele is originally from Cedar Rapids, Iowa. In 2022, she graduated from the Tippie College of Business at the University of Iowa, with a major in Finance, a minor in Spanish, and a certificate in International Business. In college, Bella participated in the Women in Business Club and the Delta Gamma Sorority, and studied abroad in Bilbao, Spain.
After graduation, Bella moved to Tempe, Arizona, where she gained valuable experience at Vanguard and successfully passed the Series 7 and 63 securities exams. She also has her life and health insurance license in Arizona.
Since joining her father, Kelly, at Steele Wealth Management, Inc. as a Financial Advisor Assistant, Bella has passed the Series 66 securities exam, allowing her to become an Investment Advisor Representative (IAR) in the future. She has continued to further her education by attending numerous financial advisor and financial planning programs.
Bella enjoys hiking, traveling, reading, listening to music, and spending time with her friends & family.
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