Independent Financial Consultant
Terrance W. Hefty, Financial Consultant
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Terry Hefty Email & Phone Number
Independent Financial Consultant
at
Terrance W. Hefty, Financial Consultant
1 work email found
@peakam.com
1 phone found area 303
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Financial Consultant
Location
Denver Metropolitan Area, United States
Who is Terry Hefty? Overview
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Quick answer
Terry Hefty is listed as Independent Financial Consultant at Terrance W. Hefty, Financial Consultant, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at peakam.com, phone signal with area code 303, and a matched LinkedIn profile for Terry Hefty.
Terry Hefty previously worked as Investor at Denver Angels and Owner and Principal at Peak Asset Management, Llc, Colorado. Terry Hefty holds Master Of Business Administration (M.B.A.), Marketing & Finance from University Of Wisconsin-Madison.
Company email context
Email format at Terrance W. Hefty, Financial Consultant
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{first_initial}{last}@peakam.com
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AeroLeads found 1 current-domain work email signal for Terry Hefty. Compare company email patterns before reaching out.
Profile bio
About Terry Hefty
At Peak Asset Management we prioritize our client relationships, and bring a human touch to dollars and cents. Through discipline, we're able to maintain a steady course in the pursuit of client goals. To positively affect clients through the many transitions of their lives, we focus on financial security for the long haul.Please note the views, information and opinions expressed on this LinkedIn page are of the individuals involved. Postings on LinkedIn from Peak Asset Management, LLC employees are monitored, stored and made available to regulators as requested.
Listed skills include Portfolio Management, Wealth Management, Personal Financial Planning, Financial Analysis, and 6 others.
Current workplace
Terry Hefty's current company
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Terrance W. Hefty, Financial Consultant
AeroLeads page
4 roles · 47 years
Terry Hefty work experience
A career timeline built from the work history available for this profile.
Investor
CurrentDenver Angels is a group of investors committed to finding Colorado's fast growing companies and providing angel capital.
2020 - Present
~6 yrs 7 mos
Independent Financial Consultant
Current
Terrance W. Hefty, Financial Consultant
Over 40 years organizing and structuring investment partnerships, including real estate and investment entities/partnerships. Investing and advising as venture capitalist and angel investor consultant for new or emerging companies.
1980 - Present
~46 yrs 7 mos
Owner And Principal
Involved with management of the company, including expansion, research and marketing of Peak Asset Management's current and future lines of business. Member of Investment Committee, vetting securities for inclusion in client portfolios.
1994 - 2020
~26 yrs
2 education records
Terry Hefty education
Master Of Business Administration (M.B.A.), Marketing & Finance
Bachelor'S Degree, Marketing
FAQ
Frequently asked questions about Terry Hefty
Quick answers generated from the profile data available on this page.
What company does Terry Hefty work for?
Terry Hefty works for Terrance W. Hefty, Financial Consultant.
What is Terry Hefty's role at Terrance W. Hefty, Financial Consultant?
Terry Hefty is listed as Independent Financial Consultant at Terrance W. Hefty, Financial Consultant.
What is Terry Hefty's email address?
AeroLeads has found 1 work email signal at @peakam.com for Terry Hefty at Terrance W. Hefty, Financial Consultant.
What is Terry Hefty's phone number?
AeroLeads has found 1 phone signal(s) with area code 303 for Terry Hefty at Terrance W. Hefty, Financial Consultant.
Where is Terry Hefty based?
Terry Hefty is based in Denver Metropolitan Area, United States while working with Terrance W. Hefty, Financial Consultant.
What companies has Terry Hefty worked for?
Terry Hefty has worked for Terrance W. Hefty, Financial Consultant, Denver Angels, and Peak Asset Management, Llc, Colorado.
How can I contact Terry Hefty?
You can use AeroLeads to view verified contact signals for Terry Hefty at Terrance W. Hefty, Financial Consultant, including work email, phone, and LinkedIn data when available.
What schools did Terry Hefty attend?
Terry Hefty holds Master Of Business Administration (M.B.A.), Marketing & Finance from University Of Wisconsin-Madison.
What skills is Terry Hefty known for?
Terry Hefty is listed with skills including Portfolio Management, Wealth Management, Personal Financial Planning, Financial Analysis, Multi Generational Wealth Transfer, Financial Education, Angel Investing, and Financial Structuring.
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