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Stephanie Ashley

Invst, LLC

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About Stephanie Ashley

Stephanie Ashley is a financial advisor with Invst, LLC in Indianapolis, Indiana. Stephanie Ashley has been in the industry since April 2017. Stephanie Ashley has experience with Commonwealth Financial Network and Charles Schwab & Co., Inc. Stephanie Ashley has a Series 63, Series 66, Series 7 and Series 10 license. Stephanie Ashley specializes in financial planning, pension consulting, selection of other advisors and portfolio management for individuals.

Firm Information

Stephanie Ashley 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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Stephanie Ashley’s Registration & Firm History

IN

05/02/2023 - Present

Invst, LLC (INDIANAPOLIS IN)

IN

08/20/2018 - 03/17/2022

COMMONWEALTH FINANCIAL NETWORK (INDIANAPOLIS IN)

IN

04/19/2017 - 08/02/2018

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 02/23/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/04/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Ashley.
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