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Matthew Thomas Hasbrook

Invst, LLC

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About Matthew Thomas Hasbrook

Matthew Thomas Hasbrook is a financial advisor with Invst, LLC. Matthew holds Series 63, 65, 7, and SIE licenses. Matthew has over 10 years of experience in the financial services industry. Matthew's previous experience includes working with Massachusetts Mutual Life Insurance Company and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Matthew also offers retirement plan services.

Firm Information

Matthew Hasbrook 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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Matthew Hasbrook’s Registration & Firm History

IN

04/29/2022 - Present

Invst, LLC (INDIANAPOLIS IN)

MA

12/08/2016 - 12/31/2020

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

IN

04/18/2012 - 08/08/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 04/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Thomas Hasbrook.
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