Ananda Mohan Das

Employer firm

Life Strategy Partners CRD 332925

$10.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Tucson, AZ
• 09/2007 → 07/2022
  Wells Fargo Bank N.A.
  Tucson, AZ
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
• 08/2022 → 08/2024
  Lpl Financial Llc
  Tucson, AZ
• 09/2024 → Present
  Life Strategy Partners
  Tucson, AZ

Previous Registrations

• 2022-08-08 → 2024-09-19
  Lpl Financial Llc
  Tucson, AZ
• 2020-12-01 → 2022-07-13
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ
  El Paso, TX
  Tucson, AZ

Other Businesses

1) Notary - Not Investment related- Tucson, AZ, Start date: 11/17/2019 - 0hrs, not currently offering this service, no activity. 2) Real Estate Rental - Co-Owner - Not Investment Related Tucson, AZ 85745, Start date: 1/1/2020 - 0hrs, silent partner, no activity.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-01
• S63 Uniform Securities Agent State Law Examination
  2012-05-08

Designations

• Certified Financial Planner

Other Names

• Ananda Das