CC
CFP
CC
CFP

Christine Marie Mueller Coley

19 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,358 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$3.4B

Fee Structure

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Location

Rapelje, MT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christine works as an insurance agent, dedicating full-time hours to insurance sales. She sells insurance products to clients.

Employment History
Current Registrations
Steelpeak Wealth, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2021 - January 2025 · 3 yrs 8 mos
J.P. Morgan Securities LLCBroker
May 2021 - July 2024 · 3 yrs 2 mos
TD Ameritrade, INC.
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
February 2017 - February 2018 · 1 yr
Scottrade, INC.Broker
December 2005 - February 2018 · 12 yrs 2 mos
State Registrations1 state
MT
Advisor
Exams
No exam information available for this advisor.