Bradley Lewis, CPA, CMFC - Steele Capital Management
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Bradley Lewis, CPA, CFP®, CMFC

 

Senior Portfolio Manager

Brad Lewis, Senior Portfolio Manager, plays an integral role in the management of our clients’ investment portfolios.  He also assists our clients with the tax aspects of financial planning. Mr. Lewis is a Certified Public Accountant and a graduate of the University of Iowa College of Business, where he earned both his undergraduate and Masters degrees in Accounting. He has since passed the Series 65 Uniform Investment Advisor Law Examination and has been designated as a CERTIFIED FINANCIAL PLANNER TM (CFP®).  Mr. Lewis has been with Steele Capital Management since 1997.

 

 

CONTACT US

(800) 397-2097

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