Anant
Mehta

Peak Financial Guidance LLC

CRD#5163181
Investment Advisor
in Englewood, CO

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About this Advisor

Anant Mehta is a financial advisor based in Englewood, Colorado, working with Peak Financial Guidance LLC. Anant has previously held positions at Asm Financial Inc, Guardian Life Ins Co Of America, Park Avenue Securities, Peak Financial Guidance, Mml Investors Services, LLC, and Mass Mutual Life Insurance Company. Anant has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Anant is part of Peak Financial Guidance LLC, which operates out of Englewood, Colorado.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Office Location

6312 S Fiddlers Green Circle Suite 300E
Englewood, CO 80111

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Anant Mehta Work History

2021 - Present (4 years)

Peak Financial Guidance

2002 - Present (23 years)

Asm Financial Inc

2019 - 2021 (2 years)

Mml Investors Services, LLC

2017 - 2021 (4 years)

Mass Mutual Life Insurance Company

2013 - 2018 (5 years)

Guardian Life Ins Co Of America

2013 - 2019 (6 years)

Park Avenue Securities

Disclosures

Please visit the SEC profile of Anant Mehta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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