Brandon Akers

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2016 → 09/2017
  Confluence Financial Advisors Llc
  Boulder, CO
• 10/2017 → 08/2025
  T. Rowe Price Investment Services, Inc.
  Colorado Springs, CO
• 06/2025 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO

Previous Registrations

• 2017-11-02 → 2025-09-09
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO
• 2017-01-30 → 2017-09-15
  Confluence Financial Advisors
  Boulder, CO
• 2016-02-24 → 2016-07-25
  Strategic Advisers Llc
  Greenwood Village, CO
• 2011-09-22 → 2016-01-11
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

1) Rental Properties | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|10/1/2015|Less than 20|0|I personally manage 4 rental units that I own with my wife.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-21
• S63 Uniform Securities Agent State Law Examination
  2011-03-24

Designations

• Certified Financial Planner

Other Names

• Branton Geoffrey Akers
• Brandon Geoffrey Akers