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DM

Dipen K. Mehta

FISHERS, IN 46037
Some features on this profile are disabled
CRD#: 2993669
DM
Dipen Kishore Mehta

Professional summary

Dipen Kishore Mehta, AIF®, CIMA® was a registered financial advisor .

Dipen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Dipen had worked at 6 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CIMA®

Certified Investment Management Analyst

Experience

Current

June 29, 2026 - Present

Office #1: 15709 Whelchel Drive, Fishers, IN 46037
FISHERS, IN
Past

July 16, 2021 - July 3, 2026

INVST, LLC

RIA
CRD#: 282863
INDIANAPOLIS, IN
Past

January 3, 2019 - May 3, 2021

PROSPERITY CAPITAL ADVISORS

RIA
CRD#: 156480
Westlake, OH
Past

April 6, 2017 - September 21, 2021

PROTECTIO INVESTMENTS

RIA
CRD#: 288018
LAKE ELMO, MN
Past

October 3, 2016 - March 2, 2017

GRANDVIEW DELIGHT, LLC

RIA
CRD#: 284807
ST. PAUL, MN
Past

July 29, 2016 - October 3, 2016

BGM WEALTH MANAGEMENT

RIA
CRD#: 110483
ST. PAUL, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(6/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/29/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 3/29/2011
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 3/15/2011
General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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