Nick Smith, CFP®, CPA, CMFC
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.