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Ananda Mohan Das

LIFE STRATEGY PARTNERS
TUCSON, AZ
·CRD# 6042322·14 years experience

Professional Summary

Ananda Mohan Das, who also goes by Ananda Das, is a registered financial advisor currently at LIFE STRATEGY PARTNERS located in Tucson, Arizona. Ananda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ananda has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ananda Das

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

LIFE STRATEGY PARTNERS·CRD# 332925
RIA
6340 N. Campbell Ave. Suite 270, Tucson, AZ 85718
October 4, 2024 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Tucson, AZ
August 8, 2022 - September 19, 2024
LPL FINANCIAL LLC·CRD# 6413
BD
Tucson, AZ
August 5, 2022 - September 19, 2024
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Tucson, AZ
December 1, 2020 - July 13, 2022
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Tucson, AZ
April 30, 2012 - July 13, 2022

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Current Firm

LS
LIFE STRATEGY PARTNERS

LIFE STRATEGY PARTNERS | LIFE STRATEGY PARTNERS INC.

CRD#: 332925
Arizona
Registered Investment Advisory firm - Arizona (9/3/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (6/3/2025 Conditional Restricted)

Contact Information

Main Address

6340 N. Campbell Ave. Suite 270, Tucson, AZ 85718

Phone Number

(520) 222-9604

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

15

AUM (Assets Under Management)

$10,260,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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.

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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.
IAR
Arizona
(10/4/2024)
IAR
Texas
(6/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2020About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2013About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2012About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ananda Mohan Das's CRS (Customer Relationship Summary).

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