INVEST Financial Corporation

  • Financial Services
  • Appleton WI
  • 292 employees
  • Financial Services
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Company Overview

Website
truxall.com
Phone
(800) 242-4732
Employees
292
Founded in
1982
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
52399 - All Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
621 - Security Brokers, Dealers, and Flotation Companies
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Financials & Stats

Revenue

$1B

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Recent News & Media

Invest Financial Sued For Failure To Disclose Risk

  • Jul 9, 2025
  • securitiesarbitrations.com

Invest Financial Accused Of Annuity Fraud

  • Jul 9, 2025
  • securitiesarbitrations.com

Edward Jones Brothers Managing $335Mln Combined Team Up at RayJay

  • Aug 31, 2023
  • advisorhub.com

LPL Financial Welcomes Additional Top Firms and Advisors from INVEST and SII

  • Feb 28, 2018
  • lpl.com

LPL Financial Completes NPH Acquisition and Welcomes Top Firms from INVEST and SII

  • Feb 26, 2018
  • lpl.com

A $1.2 billion super OSJ decides to stay with LPL

  • Jan 9, 2018
  • investmentnews.com

Who is INVEST Financial Corporation

INVEST Financial Corporation is a company based in Appleton, Wisconsin. With 292 employees, INVEST Financial Corporation is a mid-sized business. INVEST Financial Corporation is an independent broker-dealer network that was acquired by LPL Financial LLC in 2017. INVEST Financial Corporation's previous business focused on providing financial services to a range of clients. For more information about INVEST Financial Corporation, please visit www.investfinancial.com/shared/documents/nph_lpl_release.pdf.

Company Leadership

Sushil Kumar

Business Owner

Phone Email
CARMEN WARREN

CEO

Phone Email

INVEST Financial Corporation Industry Tags

Financial Consulting
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
View All Industry Tags

FAQ

What is the location of INVEST Financial Corporation's headquarters?
The headquarters of INVEST Financial Corporation are situated at 5555 W Grande Market Dr, Appleton WI
What is INVEST Financial Corporation's phone number?
INVEST Financial Corporation's contact number is (800) 242-4732.
What is INVEST Financial Corporation's official website?
The official website of INVEST Financial Corporation can be found at truxall.com.
What is INVEST Financial Corporation's current revenue?
As of June 2018, INVEST Financial Corporation's annual revenue reached $1B.
How many employees does INVEST Financial Corporation currently have?
INVEST Financial Corporation employs approximately 292+ people as of June 2018
Which industries is INVEST Financial Corporation primarily operating in?
INVEST Financial Corporation operates in the following industries: Finance, Credit
Who is the Business Owner of INVEST Financial Corporation?
INVEST Financial Corporation's Business Owner is Sushil Kumar
What are INVEST Financial Corporation's industry tags?
INVEST Financial Corporation's industry tags include: Financial Consulting, Financial Services, Financial Advisory Services
When was INVEST Financial Corporation founded?
INVEST Financial Corporation was founded in 1982.

Employee Directory

Key Employees

Joe Barreiro

President & CEO

Phone Email

Christopher Miller

Account Executive

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Bessie Savery

Senior Vice President, Business Development

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