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Invest Financial

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invest mission: to make life easy. again. for 30 years, invest has remained strong and stable as we've achieved profitable and compliant growth for our representatives and their clients. today, invest has over $24 billion in assets managed by more than 1,175 registered representatives of invest. the firm’s corporate office in tampa, florida, employs over 175 staff members committed to delivering service excellence in support of our representatives and their clients. invest financial corporation, member finra (www.finra.org) sipc (www.sipc.org) is a registered broker-dealer and federally registered investment advisor. invest and its affiliated insurance agencies offer securities, advisory services and certain insurance products. products are: • not insured by the fdic/ncua • not a deposit or other obligation of or guaranteed by any bank/ credit union • subject to risks including the possible loss of principal amount invested. invest privacy policy (https://www.investfinancial.com/

Headquarters:
5555 West Grande Market Drive, Appleton, Wisconsin, United States, 54913
Industry:
Financial Services
Founded:
1982
Employees:
320
Annual Revenue:
-

Type: Private
Ticker: -
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Financial Consulting
SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies
NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services
NAICS Code: 522190Sector: Finance and InsuranceSub Sector: Credit Intermediation and Related ActivitiesIndustry Group: Depository Credit IntermediationNAICS Industry: Other Depository Credit IntermediationNational Industry: Other Depository Credit Intermediation
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
NAICS Code: 522130Sector: Finance and InsuranceSub Sector: Credit Intermediation and Related ActivitiesIndustry Group: Depository Credit IntermediationNAICS Industry: Credit UnionsNational Industry: Credit Unions
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 522110Sector: Finance and InsuranceSub Sector: Credit Intermediation and Related ActivitiesIndustry Group: Depository Credit IntermediationNAICS Industry: Commercial BankingNational Industry: Commercial Banking
NAICS Code: 523120Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Securities BrokerageNational Industry: Securities Brokerage
NAICS Code: 541211Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesNAICS Industry: Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesNational Industry: Offices of Certified Public Accountants
NAICS Code: 523910Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Miscellaneous IntermediationNational Industry: Miscellaneous Intermediation

Frequently asked questions about Invest Financial

Let us help answer the most common questions you might have.

Where is Invest Financial located?

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Invest Financial's headquarters is located at 5555 West Grande Market Drive, Appleton, Wisconsin, United States, 54913

What is Invest Financial's official website?

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Invest Financial's official website is investfinancial.com

What is Invest Financial's SIC code?

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SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies

What is Invest Financial's NAICS code?

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NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services
NAICS Code: 522190Sector: Finance and InsuranceSub Sector: Credit Intermediation and Related ActivitiesIndustry Group: Depository Credit IntermediationNAICS Industry: Other Depository Credit IntermediationNational Industry: Other Depository Credit Intermediation
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
NAICS Code: 522130Sector: Finance and InsuranceSub Sector: Credit Intermediation and Related ActivitiesIndustry Group: Depository Credit IntermediationNAICS Industry: Credit UnionsNational Industry: Credit Unions
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 522110Sector: Finance and InsuranceSub Sector: Credit Intermediation and Related ActivitiesIndustry Group: Depository Credit IntermediationNAICS Industry: Commercial BankingNational Industry: Commercial Banking
NAICS Code: 523120Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Securities BrokerageNational Industry: Securities Brokerage
NAICS Code: 541211Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesNAICS Industry: Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesNational Industry: Offices of Certified Public Accountants
NAICS Code: 523910Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Miscellaneous IntermediationNational Industry: Miscellaneous Intermediation

How many employees does Invest Financial have?

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Invest Financial has 320 employees

What industry does Invest Financial belong to?

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Invest Financial is in the industry of: Financial Services

What are Invest Financial's social media links?

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Invest Financial Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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