Invest Financial Corporation

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@npholdings.com

Frank Hayn, 310-899-8828, frank.hyden@npholdings.com

WEBSITE
www.investfinancial.com

PRIMARY MARKET(S) SERVED
• Micro – (< $1 million) • Small - ($1 million - $10 million) • Mid - ($10 million - $100 million) OPTIONS AVAILABLE
As of 12/31/15
Preferred Provider Program, Retirement Sales Desk Reps, Benchmarking Tools, Allows Fiduciary Declarations 3(21)/3(38), (2) home office employees supporting the business, 408(b)(2) – inhouse, Plan design consulting

2 Home Office Employees Supporting the Business

Key Contacts

Calvin Nystrom, 813-880-5362, calvin.nystrom@npholdings.com

Frank Hayn, 310-899-8828, frank.hyden@npholdings.com