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Erik Nmn Mosholt

Investment adviser representative at 46 Peaks Investment Advisory Group
21 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$272.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. 46 Peaks Investment Advisory GroupFeb 2020 to now
  2. M Holding Securities, Inc.Mar 2012 to Feb 2020
  3. Kb Financial Partners, LLCJul 2005 to Feb 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law1994
  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 4 states (FL, NJ, PA, TX).

46 Peaks Investment Advisory Group

Legal name: 46 Peaks LLC

$272.1MAssets managed
135Clients
3Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2016965
Firm CRD
306902
Advisor's SEC record (opens in a new tab)
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