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RIA / WealthAdvisorCertified Financial Planner23 years in industry

Christine Marie Mueller Coley

Advisor at STEELPEAK WEALTH, LLC

Rapelje, MT | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:eb9453cd-b745-d304-bc44-bc306e25ab04

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 3, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STEELPEAK WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 16, 2005
First registration: Feb 3, 2017
Dual registered: no
Other names: CHRISTINE MARIE MUELLER|Christine Mueller|Christine Coley
IAPD individual key: 4668818

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STEELPEAK WEALTH, LLC	Independent wealth	Jul 24, 2024	n/a	yes	Rapelje, MT\|LOS ANGELES, CA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	May 13, 2021	Jan 27, 2025	no	Billings, MT\|Plymouth, MN\|Helena, MT\|Billings, MT\|Cheyenne, WY\|Billings, MT\|Bozeman, MT	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 28, 2018	Jan 8, 2021	no	BILLINGS, MT	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Dec 31, 2020	no	OMAHA, NE\|BILLINGS, MT	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Feb 3, 2017	Feb 26, 2018	no	SAINT LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	STEELPEAK WEALTH, LLC	Jan 27, 2025	Jul 24, 2024	-187	Firm change after gap	Wirehouse to RIA
TD AMERITRADE, INC.	J.P. MORGAN SECURITIES LLC	Jan 8, 2021	May 13, 2021	125	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Feb 28, 2018	-1,037	Bulk transfer	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (5)

→ STEELPEAK WEALTH, LLCRegistered adviserregistration: current employment
Jul 24, 2024 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 13, 2021 to Jan 27, 2025factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 28, 2018 to Jan 8, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Dec 31, 2020factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Feb 3, 2017 to Feb 26, 2018factForm ADV

Dated events

Occurred
Jan 27, 2025
Advisor changed firm
Christine Marie Mueller Coley left J.P. Morgan Securities Llc for Steelpeak Wealth, Llc (registered 2024-07-24)
Form ADVobserved 5 days ago