Invested Advisors

Invested Advisors (CRD# 311243) is a financial advisory firm headquartered in State College, PA. They manage $190,685,149 in 512 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

366 Walker Drive, Suite 370, State College, PA 16801

http://www.weareinvested.com

By the Numbers

Total Assets Under Management

191

MILLION
Total Number of Accounts

512

ACCOUNTS
Average Account Value

$372,432

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, NH, PA, TX

Financial Advisors at Invested Advisors

Showing 1 - 2 of 2 top financial advisors.

Kristen E. Coombs

CRD#: 4270127

366 Walker Drive, Suite 370, State College, PA 16801

Kristen Coombs (CRD# 4270127) is an Investment Advisor Representative working at Invested Advisors in State College, PA and has over 18 years of experience in the finance industry.

Blair S. Hefkin

CRD#: 7072873

366 Walker Drive, Suite 370, State College, PA 16801

Blair Hefkin (CRD# 7072873) is an Investment Advisor Representative working at Invested Advisors in State College, PA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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