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Ryan Averett

Invst, LLC

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About Ryan Averett

Ryan Averett is a registered investment advisor representative with Invst, LLC. Ryan has experience in the financial services industry and holds the Series 63, Series 65, Series 6TO and SIE licenses. Ryan works with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Ryan's services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Ryan Averett 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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Ryan Averett’s Registration & Firm History

IN

08/15/2023 - Present

Invst, LLC (INDIANAPOLIS IN)

UT

10/26/2021 - 12/21/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVO UT)

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Licenses & Designations

IA

Issued 06/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Averett.
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