INVEST Financial Corporation

Firm Profile

FIRM PROFILE
Founded in 1982, INVEST Financial Corporation (www.investfinancial.com) is a full-service broker-dealer that provides investment products and services to independent advisors and financial institutions nationwide. INVEST’s mission is to help make its clients’ lives easier by providing exceptional service, award winning technology and a variety of resources that enable profitable growth.

KEY CONTACTS
Calvin Nystrom, (813) 880-5362,
calvin.nystrom@npholding.com
Frank Hayn, (310) 899-8828,
frank.hayn@npholding.com
WEBSITE investfinancial.com

PRIMARY MARKET(S) SERVED
Micro – (< $1 million)
Small – ($1 million – $10 million)
Mid – ($10 million – $100 million)
OPTIONS AVAILABLE
• Preferred provider program
• Retirement sales desk representatives
• Benchmarking tools
• Allows fiduciary declaration 3(21)
• 408(b)(2) – in-house
• Plan design consulting

3rd Party Clearing BD: Pershing LLC and
National Financial Services