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Daniel D Filler

Invst, LLC

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About Daniel D Filler

Daniel D Filler is an investment advisor representative at Invst, LLC. Daniel is registered with the state of Indiana as an investment advisor representative. Daniel has been working in the financial services industry since May 2023, and is also registered with the state of Indiana as an investment advisor representative. Daniel holds the Series 65, SIE and Series 6TO licenses. Daniel has a background in the healthcare industry and has worked for a number of healthcare organizations. Daniel is also involved in the community and volunteers at a local non-profit.

Firm Information

Daniel Filler 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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Daniel Filler’s Registration & Firm History

IN

05/29/2024 - Present

Invst, LLC (INDIANAPOLIS IN)

IN

05/08/2023 - 02/09/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 05/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel D Filler.
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