Tara Jill Hefty
Investment adviser representative at Peak Asset Management, LLC
19 yearsExperience
2 statesRegistered in
CFADesignation
$1BFirm 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
19 years in the industry.
- Peak Asset Management, LLCJun 2020 to now
- Peak Asset Mangement, LLCJul 2007 to Jun 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Peak Asset Management, LLC
$1BAssets managed
342Clients
13Advisers
30 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
- 5469036
- Firm CRD
- 106944