Investment adviser representative · Peak Asset Management, LLC
Bethany A. Aylor
CRD 6353182 · Louisville, CO
At a glance
Bethany A. Aylor is an investment adviser representative with Peak Asset Management, LLC in Louisville, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bethany’s SEC record dates to 2019, about 7 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Peak Asset Management, LLCSince March 2021Louisville, CO · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bethany’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.