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Kirsten Elizabeth Roeber

Silverpeak Wealth Advisors

Boulder, CO

CRD 6239911

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Employer firm

Silverpeak Wealth Advisors CRD 170732

$177M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Silverpeak Wealth Advisors

Offices At The Highland City Club 885 Arapahoe Ave, Boulder, CO 80302 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-24
CO RA APPROVED 2018-09-06
  • TX RA
    APPROVED
    Since 2020-04-24
  • CO RA
    APPROVED
    Since 2018-09-06

Branch Locations

Offices At The Highland City Club 885 Arapahoe Ave, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colorado Capital Mgt Inc Boulder CO 09/2011 08/2018
Silverpeak Wealth Advisors Boulder CO 08/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-30
  • S65 Uniform Investment Adviser Law Examination
    2013-10-30
Designations
  • Certified Financial Planner
Other Names
  • Kirsten Elizabeth Lewis

View on SEC IAPD

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