Christine Marie Mueller Coley

Employer firm

Steelpeak Wealth, LLC CRD 165168

$4.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2003 → 02/2018
  Scottrade, Inc.
  Billings, MT
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Billings, MT
• 02/2018 → 12/2020
  Td Ameritrade Investment Management, Llc
  Billings, MT
• 05/2003 → 02/2018
  Scottrade Investment Management
  Billings, MT
• 05/2021 → 07/2024
  J.P. Morgan Securities Llc
  Billings, MT
• 02/2021 → 04/2021
  Unemployed
  Billings, MT
• 07/2024 → Present
  Steelpeak Wealth, Llc
  Billings, MT

Previous Registrations

• 2021-05-13 → 2025-01-27
  J.P. Morgan Securities Llc
  Billings, MT
  Plymouth, MN
  Helena, MT
  Billings, MT
  Cheyenne, WY
  Billings, MT
  Bozeman, MT
• 2018-02-28 → 2021-01-08
  Td Ameritrade, Inc.
  Billings, MT
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Billings, MT
• 2017-02-03 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

1) Insurance Agent; Investment-Related; At reported business location(s); Insurance sales; Agent; 160 hours/month; 160 hours/month during securities trading hours; Sale of insurance products to clients.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-02
• S63 Uniform Securities Agent State Law Examination
  2005-12-16

Designations

• Certified Financial Planner

Other Names

• Christine Marie Mueller
• Christine Mueller
• Christine Coley