Anjanette Monique Phetteplace
Investment adviser representative at Arax Advisory Partners
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$26.5BFirm 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Arax Advisory PartnersApr 2020 to now
- Srs Capital Advisors, Inc.Apr 2020 to now
- N & A Professional Group, P.C.Aug 2008 to now
- Renaissance Adventure Guides, LLCJan 2009 to Dec 2018
- Noven Financial Group, Inc.Mar 2001 to Mar 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Arax Advisory Partners
Legal name: Arax Advisory Partners, LLC
$26.5BAssets managed
15,662Clients
222Advisers
20 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
- 5074559
- Firm CRD
- 133535