Christine Marie mueller Coley
Investment adviser representative at Steelpeak Wealth, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Steelpeak Wealth, LLCJul 2024 to now
- J.P. Morgan Securities LLCMay 2021 to Jul 2024
- UnemployedFeb 2021 to Apr 2021
- TD Ameritrade, Inc.Feb 2018 to Jan 2021
- TD Ameritrade Investment Management, LLCFeb 2018 to Dec 2020
- Scottrade Investment ManagementMay 2003 to Feb 2018
- Scottrade, Inc.May 2003 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MT).
Steelpeak Wealth, LLC
$4.1BAssets managed
2,428Clients
41Advisers
14 yearsIn 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
- 4668818
- Firm CRD
- 165168