Peyton Louise Simmons

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2017 → 08/2018
  Little Ollie's
  Denver, CO
• 05/2019 → 08/2019
  Colorado Athletic Club, Monaco
  Denver, CO
• 09/2019 → 01/2022
  Crestone Capital Llc
  Boulder, CO
• 04/2022 → 12/2024
  Stordahl Capital Management, Inc.
  Greenwood Village, CO
• 01/2012 → 05/2017
  Various
  Denver, CO
• 01/2018 → 05/2021
  University Of Colorado
  Boulder, CO
• 01/2025 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2023-07-17 → 2024-12-13
  Stordahl Capital Management, Inc.
  Greenwood Village, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-17

Designations

• Certified Financial Planner

Other Names

• Payton Simmons
• Peyton Simmons