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Credentials
CFP®, Series 63, Series 66
Experience Industry experience
20 years
Location
Rapelje, MT
SteelPeak Wealth, LLC
Multi-team
Christine Coley is a CFP® with 20 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. Outside of her advisory work, she is also licensed as an insurance agent and sells insurance products to clients. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and registered investment companies. The firm offers financial planning, portfolio management, alternative strategy consulting, and access to private placement investments, implementing advice through proprietary and custom model portfolios with ongoing monitoring and rebalancing.
Based on SteelPeak Wealth, LLC
Based on SteelPeak Wealth, LLC
Financial planning and consulting fees range from $500 to $5,000 (negotiable).
0.75% – 1.75% annually (varies by portfolio size and services)
Certain Supervised Persons offer insurance products on a separate commission-based arrangement. Referral fees received on mortgage and real estate referrals.
Performance-based compensation (carried interest) received by SteelPeak affiliates for private funds as general partner with fee details in Offering Documents.
Account minimum: $1,000 (can be waived)
Rapelje, MT
Rapelje MT
Advisors at this office
1
Montana
20 years of industry experience
SteelPeak Wealth, LLC
2024 - Present • 2 years
Billings, MT
J.P. Morgan Securities
2021 - 2024 • 3 years
Billings, MT
UNEMPLOYED
2021 - 2021 • 1 year
Billings, MT
Td Ameritrade, Inc.
2018 - 2021 • 3 years
Billings, MT
TD Ameritrade Investment Management, LLC
2018 - 2020 • 2 years
Billings, MT
Scottrade, inc.
2003 - 2018 • 15 years
Billings, MT
Scottrade Investment management
2003 - 2018 • 15 years
Billings, MT
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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