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Thomas Patrick Cudahy

Invst, LLC

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About Thomas Patrick Cudahy

Thomas Cudahy is a financial advisor with Invst, LLC, a firm with approximately 500 clients and $1,347,246,943 in regulatory assets under management. Thomas Cudahy is registered in Indiana as an Investment Advisor Representative. Thomas is also an active Investment Advisor Representative in Maryland. Thomas Cudahy has been in the industry for more than 5 years. Thomas Cudahy earned his Certified Financial Planner designation and passed the Series 63, Series 65 and SIE exams.

Firm Information

Thomas Cudahy 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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Thomas Cudahy’s Registration & Firm History

IN

01/06/2024 - Present

Invst, LLC (INDIANAPOLIS IN)

IN

11/05/2013 - 01/22/2019

NYLIFE SECURITIES LLC (CARMEL IN)

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Licenses & Designations

IA

Issued 02/20/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Patrick Cudahy.
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