Nick Smith, CFP®, CPA, CMFC - Steele Capital Management
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Nick Smith, CFP®, CPA, CMFC

Portfolio Manager

Nick Smith, Portfolio Manager, provides investment advice while constructing and managing individual client portfolios.  Prior to joining Steele Capital Management, Mr. Smith served as an auditor at Roth & Company, P.C. for 4 years focusing on financial institutions. His is a Certified Public Accountant  and has been designated as a CERTIFIED FINANCIAL PLANNER TM (CFP®) and a Chartered Mutual Fund Counselor.  Mr. Smith is a graduate of the University of Northern Iowa College of Business with an undergraduate degree in Accounting.   He has also passed the Series 65 Uniform Investment Advisor Law Examination.


(800) 397-2097

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