linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Branden Gordon Bunch

Invst, LLC

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

About Branden Gordon Bunch

Branden Gordon Bunch is a financial advisor at Invst, LLC. Branden has been in the industry for more than 15 years. Branden has a Series 6 license and a Series 65 license. Branden is registered with the state of Florida. Branden is a Chartered Financial Consultant. Invst, LLC is based in Indianapolis, Indiana and specializes in portfolio management for individuals and pension consulting. The firm also provides financial planning services. They manage approximately $1.35 billion in client assets. The firm primarily serves high-net-worth individuals and pension and profit sharing plans.

Firm Information

Branden Bunch 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.

Branden Bunch’s Registration & Firm History

FL

10/02/2018 - Present

Invst, LLC (Lakewood Ranch FL)

MS

10/22/2008 - 12/31/2009

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)

FL

05/13/2004 - 04/03/2008

PARK AVENUE SECURITIES LLC (TAMPA FL)

NY

04/23/2003 - 05/06/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

MN

03/03/2003 - 04/23/2003

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

Not sure if Branden Gordon Bunch is right for you?

Licenses & Designations

IA

Issued 10/22/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Branden Gordon Bunch.
Not sure if Branden Gordon Bunch is right for you?