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Christine Marie mueller Coley

Steelpeak Wealth, LLC

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About Christine Marie mueller Coley

Christine Coley is a financial advisor registered in Montana. Christine has been in the financial services industry since 2003 and has experience working for TD Ameritrade, Inc. and J.P. Morgan Securities LLC. Currently, Christine is a financial advisor at SteelPeak Wealth, LLC. Christine provides portfolio management services for individuals and businesses, as well as financial planning and selection of other advisors. Christine specializes in providing financial guidance to individuals, corporations, businesses, and charitable organizations.

Firm Information

Christine Coley is currently registered with Steelpeak Wealth, LLC. Steelpeak Wealth, LLC is a registered investment advisor located in Woodland Hills, California. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Steelpeak Wealth manages approximately $2.5 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and pension plans. The firm has a team of 28 investment advisor representatives and 9 licensed agents.
Steelpeak Wealth, LLC

21650 OXNARD STREET

WOODLAND HILLS, CA 91367

$2.54B

Assets Under Management

2

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christine Coley’s Registration & Firm History

MT

07/24/2024 - Present

Steelpeak Wealth, LLC (Rapelje MT)

MT

05/13/2021 - 07/25/2024

J.P. MORGAN SECURITIES LLC (Billings MT)

MT

02/26/2018 - 01/06/2021

TD AMERITRADE, INC. (BILLINGS MT)

MT

12/06/2005 - 02/26/2018

SCOTTRADE, INC. (BILLINGS MT)

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Licenses & Designations

BOTH

Issued 02/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Marie mueller Coley.
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