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Phillip Christopher Clark

Invst, LLC

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About Phillip Christopher Clark

Phillip Clark is a Registered Investment Advisor who has been in the industry since 2011. Phillip is currently employed by Invst, LLC. Previously Phillip was employed by Signator Investors, Inc. and New England Securities. Phillip is a licensed investment advisor in the state of Indiana. Phillip's areas of expertise include financial planning, pension consulting, and portfolio management for individuals. Phillip is also licensed to provide insurance brokerage services.

Firm Information

Phillip Clark 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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Phillip Clark’s Registration & Firm History

IN

09/16/2016 - Present

Invst, LLC (INDIANAPOLIS IN)

IN

12/11/2013 - 09/15/2016

SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)

IN

06/06/2012 - 12/18/2013

NEW ENGLAND SECURITIES (INDIANAPOLIS IN)

IN

09/02/2011 - 06/07/2012

PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 07/09/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2013

Series 7 - General Securities Representative Examination

BC

Issued 09/01/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip Christopher Clark.
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