Lanark Financial
47yrs
Top advisor by experience in Dubuque
2yrs
Justin Schultz
Financial advisor at Steele Capital Management
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1000 Jackson Street Suite 201, Dubuque, IA 52001
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Steele Capital Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Dec 2025 – nowSteele Capital Management, Inc.Current firm
- May 2024 – Dec 2025Ameriprise Financial Services, LLCPreviously
Questions to ask Justin
Tailored to Justin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Justin
How do I contact Justin?
Call Steele Capital Management at 563-588-2097 and ask for Justin Schultz. Justin works from the Dubuque, IA office.
How long has Justin been a financial advisor?
Justin has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Justin hold?
Series 66. Tap any license on this page to see what it allows.
Is Justin a fiduciary?
Justin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Justin paid?
Steele Capital Management reports being paid by a percentage of the assets they manage. Ask Justin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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