Anjana Batra has been an investment adviser representative at The Wealth Advisory Team since July 2025, and is not listed among the firm’s executive officers or direct owners.
The Wealth Advisory Team, LLC is a Bellevue, KY firm with $147M under management, 170 clients and 4 advisers in one office, as of its February 2026 filing.
Anjana Batra is Prosperity Planner & Coach at The Prosperity People. She joined the firm after a career in human-centered research and development at Procter & Gamble. She helps clients align their resources with their values and long-term goals.
- The Prosperity PeopleCurrent– present · 1 yearBellevue, KY · Adviser representative · Firm CRD 124957
Investment adviser representative registrations
Anjana Batra is registered as an investment adviser representative in Kentucky, since July 2025.
- KentuckySince 9 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8087101
- Firm
- The Wealth Advisory Team · CRD 124957
- Office
- 601 FAIRFIELD AVENUE, Bellevue, KY 41073
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theprosperitypeople.com
Where does Anjana Batra work?
Anjana Batra is an investment adviser representative registered through The Wealth Advisory Team, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Anjana Batra a financial advisor?
Yes. Anjana Batra has a current investment-adviser registration in Kentucky, through The Wealth Advisory Team since July 2025.
How many years of experience does Anjana Batra have?
Anjana Batra has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Anjana Batra passed?
Anjana Batra passed the Series 65 in July 2025.
Where is Anjana Batra based?
Anjana Batra’s registered office is in Bellevue, KY.
Is Anjana Batra registered with FINRA?
No. Anjana Batra has no current broker registration.
How can I verify Anjana Batra’s record?
Search CRD 8087101 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anjana Batra’s full registration record.