Kirsten Roeber has been Co-President, Portfolio Manager & Chief Compliance Officer of SilverPeak Wealth Advisors since September 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Silverpeak Wealth Advisors, LLC is a Boulder, CO firm with $177M under management, 133 clients and 2 advisers in one office, as of its February 2026 filing.
Kirsten Roeber is part of the leadership team of SilverPeak Wealth, where she works directly with clients as a financial planner and investment manager. She joined SilverPeak Wealth in 2018 and began her career in finance at HCA HealthONE and Rose Medical Center, where she set up new practices for physicians and provided all facets of operations and business management.
Kirsten Roeber’s longest registration is the current one, 8 years at SilverPeak Wealth Advisors since 2018. Before joining SilverPeak Wealth Advisors in 2018, Kirsten Roeber was registered through Colorado Capital Management.
- Silverpeak Wealth AdvisorsCurrent– present · 8 yearsBoulder, CO · Adviser representative · Firm CRD 170732
- Colorado Capital Management– · 4 yearsBoulder, CO · Adviser representative · Firm CRD 114011
Professional designations
Listed by SilverPeak Wealth Advisors
- CFP
Investment adviser representative registrations
Kirsten Roeber is registered as an investment adviser representative in 2 states. The first approvals date from September 2018; the most recent is Texas, in April 2020.
- ColoradoSince 6 September 2018
- TexasSince 24 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kirsten Elizabeth Roeber
- CRD
- 6239911
- Firm
- SilverPeak Wealth Advisors · CRD 170732
- Role
- Co-President, Portfolio Manager & Chief Compliance Officer
- Office
- OFFICES AT THE HIGHLAND CITY CLUB, 885 ARAPAHOE AVE, Boulder, CO 80302
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- silverpeakwealth.com
Where does Kirsten Roeber work?
Kirsten Roeber has been Co-President, Portfolio Manager & Chief Compliance Officer of Silverpeak Wealth Advisors, LLC since September 2018, and is a control person of the firm.
Is Kirsten Roeber a financial advisor?
Yes. Kirsten Roeber has a current investment-adviser registration in Colorado and Texas, through SilverPeak Wealth Advisors since September 2018.
How many years of experience does Kirsten Roeber have?
Kirsten Roeber has 12 years in the financial industry, since November 2013, across 2 adviser firms.
What exams has Kirsten Roeber passed?
Kirsten Roeber passed the Series 65 in October 2013.
Where did Kirsten Roeber work before SilverPeak Wealth Advisors?
Before SilverPeak Wealth Advisors, Kirsten Roeber was registered through Colorado Capital Management, October 2013 to August 2018.
Where is Kirsten Roeber based?
Kirsten Roeber’s registered office is in Boulder, CO.
Is Kirsten Roeber registered with FINRA?
No. Kirsten Roeber has no current broker registration.
Is Kirsten Roeber a CFP?
SilverPeak Wealth Advisors lists Kirsten Roeber with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify Kirsten Roeber’s record?
Search CRD 6239911 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kirsten Roeber’s full registration record.
