Invest Financial Corporation

Invest Financial Corporation (CRD# 12984) is a financial advisory firm headquartered in Tampa, FL. They manage $4,432,267,641 in 31,513 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,432
    MILLION
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Invest Financial Corporation
Showing 1 - 10 of 937 top financial advisors.
1
Steven V. Skillen
CRD#: 2592594
2895 LINDGREN LN, INDEPENDENCE, MN 55359
100
Wealthminder
score
Steven Skillen (CRD# 2592594) is an Investment Advisor Representative working at Invest Financial Corporation in Tampa, FL and has over 15 years of experience in the finance industry.
2
Richard S. Lotito
CRD#: 4610992
East Stroudsburg, PA
98
Wealthminder
score

Richard Lotito (CRD# 4610992) is an Investment Advisor Representative working at Invest Financial Corporation in East Stroudsburg, PA and has over 13 years of experience in the finance industry.

3
CRD#: 6155574
, , PA
97
Wealthminder
score
(CRD# 6155574) is an Investment Advisor Representative working at Invest Financial Corporation in , PA and has over 2 years of experience in the finance industry.
4
Edward A. Agnew
CRD#: 1039320
555 Main Street, Racine, WI 53403
96
Wealthminder
score

Edward Agnew (CRD# 1039320) is an Investment Advisor Representative working at Invest Financial Corporation in Racine, WI and has over 29 years of experience in the finance industry.

5
Marco G. Amato
CRD#: 1134216
14 Bobala Road, Holyoke, MA 01040
96
Wealthminder
score

Marco Amato (CRD# 1134216) is an Investment Advisor Representative working at Invest Financial Corporation in Holyoke, MA and has over 33 years of experience in the finance industry.

6
David W. Angstadt
CRD#: 2119799
205 Rt 9 N, #8&9, Freehold, NJ 07728
96
Wealthminder
score

David Angstadt (CRD# 2119799) is an Investment Advisor Representative working at Invest Financial Corporation in Freehold, NJ and has over 25 years of experience in the finance industry.

7
Steven P. Arengo
CRD#: 4177057
266 E Sharon Rd Ste 2, Cincinnati, OH 45246
96
Wealthminder
score

Steven Arengo (CRD# 4177057) is an Investment Advisor Representative working at Invest Financial Corporation in Cincinnati, OH and has over 16 years of experience in the finance industry. Steven Arengo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Harry R. Arrowood
CRD#: 1952919
200 E. Memorial Drive, Suite 9, Dallas, GA 30132
96
Wealthminder
score

Harry Arrowood (CRD# 1952919) is an Investment Advisor Representative working at Invest Financial Corporation in Dallas, GA and has over 25 years of experience in the finance industry. Harry Arrowood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Kevin A. Bardol
CRD#: 1914093
75 Maple Rd, Williamsville, NY 14221
96
Wealthminder
score

Kevin Bardol (CRD# 1914093) is an Investment Advisor Representative working at Invest Financial Corporation in Williamsville, NY and has over 27 years of experience in the finance industry. Kevin Bardol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Grael B. Barker
CRD#: 1865873
12750 Citrus Park Lane Ste 300, Tampa, FL 33625
96
Wealthminder
score

Grael Barker (CRD# 1865873) is an Investment Advisor Representative working at Invest Financial Corporation in Tampa, FL and has over 28 years of experience in the finance industry. Grael Barker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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