linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amanda Jo Oakley

Invst, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amanda? Claim Your Profile

About Amanda Jo Oakley

Amanda Oakley is a financial advisor with Invst, LLC, a registered investment advisor headquartered in Indianapolis. Amanda has been a financial advisor for over 14 years. She is a Certified Financial Planner and holds the Series 66, SIE and Series 7 licenses. Prior to joining Invst, LLC, Amanda worked at Commonwealth Financial Network and Ameriprise Financial Services. Amanda works with a variety of clients including individuals, high-net-worth individuals, and retirement plans. Amanda's areas of specialization include Financial Planning, Portfolio Management and Pension Consulting.

Firm Information

Amanda Oakley is currently registered with Invst, LLC. Invst, LLC is an investment advisory firm based in INDIANAPOLIS, IN, with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $1.3 billion in assets, primarily for high-net-worth individuals and pension and profit-sharing plans.
Invst, LLC

3625 E 96TH ST

INDIANAPOLIS, IN 46240

$1.35B

Assets Under Management

500

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Retirement plan services-percentage of plan assets

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amanda Oakley’s Registration & Firm History

IN

03/08/2019 - Present

Invst, LLC (Indianapolis IN)

IN

09/16/2015 - 02/27/2019

COMMONWEALTH FINANCIAL NETWORK (INDIANAPOLIS IN)

IN

09/21/2005 - 09/29/2015

AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)

MN

09/21/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Amanda Jo Oakley is right for you?

Licenses & Designations

BOTH

Issued 08/30/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda Jo Oakley.
Not sure if Amanda Jo Oakley is right for you?