Rakesh Mehta (CRD# 2757921) is an Investment Advisor Representative working at Mehta Money, LLC in South Bend, IN and has over 27 years of experience in the finance industry. Rakesh Mehta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4568561
State Farm Investment Management Corp.
CRD# 4140596
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mehta Money, LLC | South Bend, IN | Mar 2018 - Current | 6 |
| Mehta Wealth Strategies, Inc. | South Bend, IN | Jan 2006 - Current | 18 |
| First Heartland Consultants, Inc. | Lake St. Louis, MO | Jan 2016 - Jun 2017 | 1 |
| First Heartland Capital, Inc. | Lake St. Louis, MO | Nov 2015 - Jun 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 1996 |
- IN
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Total Assets Under Management1MILLIONS
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Total Number of Accounts21ACCOUNTS
-
Average Account Value$24,975
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IN
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