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Timothy Nicholas Hays

Invst, LLC

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About Timothy Nicholas Hays

Timothy Hays is a registered Investment Advisor Representative with Invst, LLC in Indianapolis, Indiana. Timothy holds a Series 6, 7, and 66 licenses and has been in the industry since 2006. Timothy has previous experience with Woodbury Financial Services, Inc., and Jackson National Life Distributors LLC. Timothy is also involved with BSD Properties, LLC, BSD Properties I, LLC, BSD Properties II, LLC, and BSD Properties III, LLC. Timothy offers advisory services for individuals and pensions.

Firm Information

Timothy Hays 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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Timothy Hays’s Registration & Firm History

IN

01/22/2021 - Present

Invst, LLC (INDIANAPOLIS IN)

CO

11/02/2006 - 01/14/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

CO

05/16/2006 - 08/15/2006

WOODBURY FINANCIAL SERVICES, INC. (CENTENNIAL CO)

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Licenses & Designations

BOTH

Issued 01/09/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/15/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Nicholas Hays.
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