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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

Brandon Akers

Advisor at SCHWAB WEALTH ADVISORY, INC.

Lone Tree, CO

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Search this name across graphsid dfx:ria:2a6653bb-6514-4b6e-88cd-6cc5fec07ed9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 24, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Mar 24, 2011
First registration: Sep 22, 2011
Dual registered: yes, broker-dealer
Other names: BRANTON GEOFFREY AKERS|BRANDON GEOFFREY AKERS
IAPD individual key: 5836179

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Oct 16, 2025	n/a	yes	Lone Tree, CO	Current employment
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 2, 2017	Sep 9, 2025	no	Colorado Springs, CO	Previous registration
CONFLUENCE FINANCIAL ADVISORS	n/a	Jan 30, 2017	Sep 15, 2017	no	BOULDER, CO	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 24, 2016	Jul 25, 2016	no	GREENWOOD VILLAGE, CO	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 22, 2011	Jan 11, 2016	no	COLORADO SPRINGS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T. ROWE PRICE ADVISORY SERVICES, INC.	SCHWAB WEALTH ADVISORY, INC.	Sep 9, 2025	Oct 16, 2025	37	Firm change	Other
CONFLUENCE FINANCIAL ADVISORS	T. ROWE PRICE ADVISORY SERVICES, INC.	Sep 15, 2017	Nov 2, 2017	48	Firm change	Other
STRATEGIC ADVISERS LLC	CONFLUENCE FINANCIAL ADVISORS	Jul 25, 2016	Jan 30, 2017	189	Firm change	Other
T. ROWE PRICE ADVISORY SERVICES, INC.	STRATEGIC ADVISERS LLC	Jan 11, 2016	Feb 24, 2016	44	Firm change	Other

Relationships

Registered with (4)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Oct 16, 2025 to presentfactForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Nov 2, 2017 to Sep 9, 2025factForm ADV
→ CONFLUENCE FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 30, 2017 to Sep 15, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 24, 2016 to Jul 25, 2016factForm ADV

Dated events

Occurred
Sep 9, 2025
Advisor changed firm
Brandon Akers left T. Rowe Price Advisory Services, Inc. for Schwab Wealth Advisory, Inc. (registered 2025-10-16)
Form ADVobserved 4 days ago