Tara Jill Hefty

Employer firm

Peak Asset Management, LLC CRD 106944

$1.01B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 06/2020
  Peak Asset Mangement, Llc
  Louisville, CO
• 06/2020 → Present
  Peak Asset Management, Llc
  Louisville, CA

Other Businesses

Tara J. Hefty is the Managing Member of Tara Hume Financial Consulting, LLC. This LLC is a partial direct owner of Peak Asset Management and 1371 Hecla AB, LLC. 1371 Hecla AB, LLC. is used for personal real estate investments. Entity owns building for Peak Asset Management office. Not investment related. Less than 5 hours/month.

Designations

• Chartered Financial Analyst

Other Names

• Tara Jill Hefty-Hume
• Tara Jill Hume
• Tara J Hefty
• Tara J Hume
• Tara Jill Hefty