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Geoffrey Karr Thomas

Invst, LLC

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About Geoffrey Karr Thomas

Geoffrey Karr Thomas is an Investment Advisor Representative with Invst, LLC located in Indianapolis, IN. Geoffrey has been in the industry since 2011 and has experience in a variety of financial services, including portfolio management for individuals and financial planning. He holds both Series 63 and Series 66 licenses.

Firm Information

Geoffrey Thomas 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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Geoffrey Thomas’s Registration & Firm History

IN

10/13/2020 - Present

Invst, LLC (INDIANAPOLIS IN)

IN

06/15/2020 - 09/23/2020

WOODBURY FINANCIAL SERVICES, INC. (CARMEL IN)

FL

05/08/2019 - 05/11/2020

SKYWAY CAPITAL MARKETS, LLC (TAMPA FL)

CA

01/05/2017 - 03/20/2019

SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)

FL

04/12/2011 - 08/18/2016

CNL SECURITIES CORP. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 08/15/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Karr Thomas.
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