Invst, LLC

Updated today

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Client assets under management

$1,256,931,055

Clients

2,193

15% high-net worth

Advisors

of 65 employees

Firm type

Multi Team

Clients per advisor

Typical

Average account size

$573,156

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Main office location

Invst, LLC

3625 E 96 Th St

Indianapolis IN 46240, United States

Number of offices

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 317-202-1891

Advisors at this firm

Geoffrey T

Series 63, Series 66

Indianapolis, IN

Invst, LLC

Thomas C

CFP®, Series 63, Series 65

Indianapolis, IN

Invst, LLC

Scott J

CFP®, Series 63, Series 66

Indianapolis, IN

Invst, LLC

Deborah D

CFP®, Series 65

Oldsmar, FL

Invst, LLC

Ethan A

Series 65

Indianapolis, IN

Invst, LLC

David S

Series 66

Red Bank, NJ

Invst, LLC

David M

Series 66

Red Bank, NJ

Invst, LLC

Amanda O

CFP®, Series 66

Indianapolis, IN

Invst, LLC

James B

CFP®, Series 63, Series 66

Vernon Hills, IL

Invst, LLC

Lloyd E

Series 63, Series 65

Brownsburg, IN

Invst, LLC

Dipen M

Series 63, Series 65

Indianapolis, IN

Invst, LLC

Andrew R

CFA®

Indianapolis, IN

Invst, LLC

Parker S

Series 65

Tampa, FL

Invst, LLC

Phillip C

Series 63, Series 65

Indianapolis, IN

Invst, LLC

Kyle R

CFP®

Indianapolis, IN

Invst, LLC

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