Peyton Elisabeth Burke

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

• 01/2020 → 06/2020
  Heritage Eagle Bend Golf Club
  Aurora, CO
• 05/2022 → 05/2023
  University Of Colorado, Leeds School Of Business
  Boulder, CO
• 06/2016 → 05/2020
  Full Time Education
  Parker, CO
• 05/2020 → Present
  Full Time Education
  Boulder, CO
• 05/2024 → 08/2024
  Unemployed
  Parker, CO
• 05/2023 → 05/2024
  University Of Colorado - Leeds School Of Business
  Boulder, CO
• 08/2024 → Present
  Charles Schwab
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-10-18

Designations

• Certified Financial Planner