Anant Mehta, financial advisor Greenwood Village CO

Anant Mehta

CRD Number: 5163181
Current Firm: Peak Financial Guidance LLC

Anant Mehta (CRD# 5163181) is an Investment Advisor Representative working at Peak Financial Guidance LLC in Greenwood Village, CO and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Peak Financial Guidance Greenwood Village, CO Mar 2021 - Current 2
Asm Financial Inc. Highlands Ranch, CO Sep 2002 - Current 21
Mml Investors Services, LLC Denver, CO Feb 2019 - Mar 2021 2
Mass Mutual Life Insurance Company Denver, CO Feb 2017 - Mar 2021 4
Park Avenue Securities Greenwood Village, CO Jun 2013 - Feb 2019 5
Guardian Life Ins Co Of America Greenwood Village, CO Jun 2013 - Dec 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Anant S. Mehta
Phone Number: (303) 667-5117
Firm Website:
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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