Coleman Pollard is a CFP-designated registered investment advisor at Steelhead Wealth Management, based in Glen Allen, VA, with 26 years of industry experience. Coleman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 280 clients with $340M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4121 Cox Rd, Suite 102, Glen Allen, VA, 23060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Steelhead Wealth Management
Previous Registrations
Investor Fan
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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