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Joel David Thornton

Invst, LLC

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About Joel David Thornton

Joel Thornton has been in the financial services industry since January 2009. Joel holds licenses for both securities and investment advisory services. Currently, Joel is an Investment Advisor Representative at Invst, LLC in Lakeland, Florida. Previously, Joel was a Registered Representative at Park Avenue Securities LLC in Lakeland, Florida. Joel has passed the Series 6, Series 65, and SIE exams. Joel works with individuals and businesses to create financial plans and manage investments. Invst, LLC is headquartered in Indianapolis, Indiana and provides financial planning and investment management services to individuals, businesses, and retirement plans.

Firm Information

Joel Thornton 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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Joel Thornton’s Registration & Firm History

FL

06/07/2019 - Present

Invst, LLC (LAKELAND FL)

FL

01/14/2009 - 04/10/2019

PARK AVENUE SECURITIES LLC (LAKELAND FL)

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Licenses & Designations

IA

Issued 05/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joel David Thornton. Review regulatory record here.
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