Coleman Williams Pollard
Investment adviser representative at Steelhead Wealth Management
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$341.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Steelhead Wealth Management, LLCJan 2026 to now
- Investor's Fiduciary Advisor Network, LLCNov 2025 to Jan 2026
- Northwestern Mutual Wealth Management CompanyJun 2010 to Nov 2025
- Northwestern Mutual Investment Services, LLCMar 1999 to Nov 2025
- Northwestern Mutual Life Ins CoJan 1999 to Nov 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (VA).
Steelhead Wealth Management
Legal name: Steelhead Wealth Management LLC
$341.9MAssets managed
280Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3173234
- Firm CRD
- 338410