Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
13 years
Location
Dakota Dunes, SD
Steele Capital Management, Inc.
Multi-team
Vernon Henjes is a Series 65-licensed financial advisor with Steele Capital Management, Inc., where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Henjes serves as President and Director of Midwest Better Trucking Bureau Inc. and is a Director on the board of Siouxland Ethanol. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, supplemented by selective active management.
Based on Steele Capital Management, Inc.
Based on Steele Capital Management, Inc.
Flat fees for selected retirement plan consulting services, generally client specific, typically subject to a minimum of $20,000
$0+: Up to 1.5% annually for Individual Advisory Services $0+: Up to 1.25% annually for Retirement Plan Consulting Services
Hourly fees for selected retirement plan consulting services range from $100 to $450 per hour
Minimum fee: Annual minimum fee negotiable; for retirement plan consulting flat fees typically subject to a minimum of $20,000 Fee-only: Investment management services provided on a fee-only basis, no commissions received by SCM
Dakota Dunes, SD
Dakota Dunes SD
Advisors at this office
1
Iowa · South Dakota
13 years of industry experience
Steele Capital Management, Inc.
2013 - Present • 13 years
Dubuque, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Sioux City, IA
Pecaut Wealth Management
Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.
CFA®, Series 63, Series 65
Sioux City, IA
Pecaut Wealth Management
Michael Gallagher is a CFA® charterholder with 20 years of experience in the financial services industry. He is currently with Pecaut Wealth Management, where he has worked since 2021. His previous experience includes roles at Morgan Stanley and several wealth management firms. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored financial planning, discretionary portfolio management, and investment consulting. The firm follows a long-term, value-oriented investment approach, utilizing fundamental analysis and proprietary economic indicators to manage portfolio risk and asset allocation.
Series 65
Sioux City, IA
Pecaut Wealth Management
John Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, holding a Series 65 designation with 10 years of industry experience. He has been with Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary economic indicator system to manage asset allocation and portfolio risk.
Series 65
Dakota Dunes, SD
Blue Line Capital
Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.
Series 66
Sioux City, IA
Rda Financial Network
Gregory Giles is a Series 66-credentialed financial advisor with 11 years of industry experience. He is associated with RDA Financial Network and Legacy Financial, LLC, and previously worked at Robert W. Baird. Giles is involved in ownership and management roles in several real estate enterprises. RDA Financial Network serves individual investors, including high-net-worth clients, as well as institutional clients such as employer-sponsored retirement plans and trusts. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, offering a range of services including investment management, financial planning, and retirement-plan advisory services.
CFP®, Series 66
Sioux City, IA
WealthPLAN Partners
Dana Baldridge is a CFP® professional based in Sioux City, IA, affiliated with WealthPLAN Partners. He has eight years of industry experience, including roles at Securities America Advisors and EFS Group. His work includes financial planning, investment advice, and insurance product sales as related to financial planning. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach, managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.
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