Nathan
Steele
Brownlee Wealth Management
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About this Advisor
Nathan Steele is a financial advisor based in Spring, Texas, working with Brownlee Wealth Management. Nathan has previously held positions at Koch Ag And Energy Solutions, Koch Energy Services LLC, and Brownlee Wealth Management. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Nathan is part of Brownlee Wealth Management, which operates out of Spring, Texas. The firm has 2 offices and 3 employees. The firm manages assets totaling $212.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Brownlee Wealth Management includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brownlee Wealth Management Brokerage Details
$211,952,611
3
218
$972,260
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nathan Steele Work History
Brownlee Wealth Management
Koch Energy Services LLC
Koch Energy Services LLC
Koch Energy Services LLC
Koch Ag And Energy Solutions
Koch Ag And Energy Solutions
Koch Ag And Energy Solutions
Disclosures
Please visit the SEC profile of Nathan Steele to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brownlee Wealth Management
Spring, TX
Spring, TX
Spring, TX
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