Julie Fauble Pribble

Employer firm

Peak Asset Management, LLC CRD 106944

$1.01B regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

• 02/2016 → Present
  Peak Asset Management, Llc
  Louisville, CO

Previous Registrations

• 2010-07-01 → 2016-01-08
  Cobiz Wealth
  Denver, CO
• 1999-01-01 → 2010-06-30
  Wagner Investment Management Inc.
  Denver, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-27
• S65 Uniform Investment Adviser Law Examination
  1993-01-27

Designations

• Chartered Financial Analyst

Other Names

• Julie Fauble