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Brianna Madren

Invst, LLC

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About Brianna Madren

Brianna Madren is a financial advisor at Invst, LLC, a firm with offices in Lafayette and Indianapolis, Indiana. Brianna has over 7 years of experience in the financial services industry. She is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Brianna specializes in providing financial planning and portfolio management services for individuals and businesses. She also provides retirement planning services. Brianna is active in the community and serves on the Greater Lafayette Rotary Board.

Firm Information

Brianna Madren 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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other

Retirement plan services-percentage of plan assets

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Brianna Madren’s Registration & Firm History

IN

10/01/2023 - Present

Invst, LLC (Lafayette IN)

IN

09/15/2016 - 10/15/2023

EDWARD JONES (LAFAYETTE IN)

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Licenses & Designations

BOTH

Issued 11/10/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brianna Madren.
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