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Joshua Charles Peters

Invst, LLC

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About Joshua Charles Peters

Joshua Charles Peters is a registered Investment Advisor Representative with Invst, LLC in Indianapolis, Indiana. Joshua has been in the securities industry since February 24, 2009, and has experience with Invst, LLC, J.W. Cole Financial, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua's current registration is with the state of Indiana. Joshua has passed the Series 7 and Series 66 exams and is also qualified to provide financial planning services. The advisor's firm, Invst, LLC is based in Indianapolis, IN. They have approximately 500 clients, and provide financial planning services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Invst, LLC charges fees based on a percentage of assets, hourly charges and a fixed fee.

Firm Information

Joshua Peters 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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Joshua Peters’s Registration & Firm History

IN

08/30/2021 - Present

Invst, LLC (INDIANAPOLIS IN)

OK

02/24/2009 - 11/29/2010

J.W. COLE FINANCIAL, INC. (NOBLE OK)

OK

05/25/2007 - 12/22/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 06/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Charles Peters.
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