Coleman Williams Pollard

Employer firm

Steelhead Wealth Management CRD 338410

$342M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/1999 → 11/2025
  Northwestern Mutual Life Ins Co
  Milwaukee, WI
• 03/1999 → 11/2025
  Northwestern Mutual Investment Services, Llc
  Richmond, VA
• 06/2010 → 11/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2025 → 01/2026
  Investor's Fiduciary Advisor Network, Llc
  Glen Allen, VA
• 01/2026 → Present
  Steelhead Wealth Management, Llc
  Glen Allen, VA

Previous Registrations

• 2025-11-17 → 2026-02-02
  Investor Fan
  Boise, ID
  Glen Allen, VA
• 2006-05-08 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  Richmond, VA
  Richmond, VA

Other Businesses

Insurance sales and rental property income. Less that 5 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-10
• S63 Uniform Securities Agent State Law Examination
  1999-05-13

Designations

• Certified Financial Planner