Ben Steele

Ben SteeleBen Steele
Senior Business Development Officer
13523 University Ave
Clive, IA 50325
Phone: (515) 327-9908

“Financial decisions should help you achieve a goal- not keep you up at night. I want my clients to understand what they own, why they own it, and how strategies can be expected to perform in different markets so there are no surprises.” 


About Ben Steele

Having been born and raised in Northeast Iowa, I spent the first years of my career there before moving to Des Moines. I have worked with clients of all types, from individual investors to large corporations, and I love the challenge of finding a strategy that will deliver the results they are looking for. For the past 12 years, I have lived in Waukee with my wife and two daughters. When I am not working with our clients you will usually find me at a ball game, playing golf, or relaxing on the water. 

Credentials:

  • BBA, Finance- University of Iowa Tippie College of Business
  • MBA, University of Northern Iowa
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst® 
  • Over 20 years of Financial Services experience

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