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Kristina Anne Rodriguez

Invst, LLC

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About Kristina Anne Rodriguez

Kristina Rodriguez is a financial advisor with Invst, LLC. Kristina has been in the financial services industry since 2007 and holds Series 6, 63, and 65 licenses. Kristina is an active member of the financial services industry and has a strong commitment to providing her clients with the highest level of service. Kristina specializes in financial planning, portfolio management, and retirement planning. She is committed to helping her clients achieve their financial goals.

Firm Information

Kristina Rodriguez 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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Kristina Rodriguez’s Registration & Firm History

FL

06/29/2017 - Present

Invst, LLC (TAMPA FL)

FL

07/24/2007 - 02/15/2008

WACHOVIA SECURITIES, LLC (LAKELAND FL)

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Licenses & Designations

IA

Issued 04/12/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristina Anne Rodriguez.
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