Advisor at SteelPeak Wealth, LLC
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.
Location
Rapelje, MT
Credentials
CFP®, Series 63, Series 66
Industry experience
20 years
Christine Coley is a CFP® professional with 19 years of experience in the financial services industry. She currently works at SteelPeak Wealth, LLC and previously held roles at J.P. Morgan Securities, TD Ameritrade, and Scottrade. In addition to her advisory work, she is also licensed as an insurance agent and sells insurance products to clients. SteelPeak Wealth serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities, offering investment management, financial planning, and consulting services. The firm manages assets using proprietary model portfolios and a range of alternative and traditional investment products, and acts as adviser to proprietary funds and private placement vehicles.
Based on SteelPeak Wealth, LLC
Based on SteelPeak Wealth, LLC
0.75% – 1.75% annually, varies based on portfolio size, composition, and services rendered
Certain supervised persons offer insurance products under separate commission-based arrangements; firm receives referral fees for mortgage and real estate referrals.
Affiliates receive carried interest performance-based compensation as general partners of certain private funds with specific carried interest allocations described in Offering Documents.
Minimum fee: Financial planning and consulting fees range from $500 to $5,000, negotiable based on scope and complexity. Fee-only: Fixed fees for financial planning and consulting services ranging from $500 to $5,000.
Rapelje, MT
Montana
SteelPeak Wealth, LLC
2024 - Present (2 years)
J.P. Morgan Securities
2021 - 2024 (3 years)
UNEMPLOYED
2021 - 2021 (1 year)
Td Ameritrade, Inc.
2018 - 2021 (3 years)
TD Ameritrade Investment Management, LLC
2018 - 2020 (2 years)
Scottrade, inc.
2003 - 2018 (15 years)
Scottrade Investment management
2003 - 2018 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
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.
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.
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