Alex Kyle Soderberg

Employer firm

Burton Enright Welch CRD 118376

$1.55B regulatory AUM 3 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

• 06/2022 → Present
  Burton Enright Welch
  Walnut Creek, CA
• 02/2022 → 06/2022
  Peak 360 Wealth Management, Llc
  San Ramon, CA
• 05/2018 → 10/2021
  Contra Costa County Office Of The Sheriff
  Martinez, CA
• 03/2015 → 03/2018
  River City Bank
  Sacramento, CA
• 11/2021 → 12/2021
  Bryant University
  Brentwood, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-09