What departments does INVEST Financial Corporation have?

INVEST Financial Corporation has employees across 8 departments including Finance, Operations, Administrative, Customer Success, Marketing.

What is the largest department at INVEST Financial Corporation?

The largest department at INVEST Financial Corporation is Finance with 7 employees.

Where are INVEST Financial Corporation employees located globally?

INVEST Financial Corporation has employees across 6 continents and 30 countries including South Africa, Ghana, Nigeria, Cameroon, Benin.

How has INVEST Financial Corporation's team size changed over time?

INVEST Financial Corporation's team has decreased from approximately 161 to 155 employees based on available data.

INVEST Financial Corporation Employee Directory

Q: Who are INVEST Financial Corporation's key employees and leadership?

INVEST Financial Corporation's key employees include: President & Ceo: J. B., Ceo: C. W., Chief Executive Officer: D. M. L., President: E. B., President: M. M..

Financial ServicesWisconsin, United States201-500 Employees

INVEST Financial Corporation is a financial services firm based in Appleton, Wisconsin. Historically, it operated an independent broker-dealer network serving financial professionals. In 2017, the company announced the sale of that business to LPL Financial.

The company maintains a website at investfinancial.com. The 2017 sale to LPL Financial is a notable event in its history within the broker-dealer segment.

INVEST Financial Corporation Global Highlights

North America
223

United States Of America
220
Canada
2
Mexico
1

Europe
16

United Kingdom Of Great Britain And Northern Ireland
5
Albania
2
Netherlands
2
Spain
2
Portugal
1
Poland
1
Slovakia
1
Hungary
1
Italy
1

Asia
12

India
3
China
2
Philippines
1
Turkey
1
Indonesia
1
Russian Federation
1
Malaysia
1
Cambodia
1
Iran
1

Africa
10

South Africa
3
Nigeria
3
Cameroon
2
Ghana
1
Benin
1

South America
3

Brazil
2
Peru
1

INVEST Financial Corporation's Leadership

C. W.
Ceo
Mobile Phone
Email
D. M. L.
Chief Executive Officer
Mobile Phone
Email
J. B.
President & Ceo
Mobile Phone
Email
E. B.
President
Mobile Phone
Email
M. M.
President
Mobile Phone
Email
R. S.
President
Mobile Phone
Email
S. M.
Founder And Chief Executive Officer
Mobile Phone
Email
S. C.
Clu, Chfc, Msfs
Mobile Phone
Email

INVEST Financial Corporation Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Consultant
Community & Social Services
Other

Contact profiles from INVEST Financial Corporation

Name

Title

Contact Info

Location

Last Update

S. C.
Clu, Chfc, Msfs
Mobile Phone
Email
United StatesMaryland
Jan 29, 2026
J. B.
President & Ceo
Mobile Phone
Email
United StatesNew York
May 29, 2026
T. I. G.
Co-Owner And Vice President - Dasher And Padgett Financial Services
Mobile Phone
Email
United StatesGeorgia
Jun 24, 2026
R. C.
Owner
Mobile Phone
Email
United StatesOklahoma
May 29, 2026
C. W.
Ceo
Mobile Phone
Email
United StatesNew York
May 02, 2024
E. B.
President
Mobile Phone
Email
Oct 16, 2024
J. S.
Co-Owner And Vice President - Dasher And Padgett Financial Services
Mobile Phone
Email
Oct 23, 2024
J. B.
Franchise Owner
Mobile Phone
Email
United StatesGeorgia
Apr 23, 2025
M. M.
President
Mobile Phone
Email
Oct 16, 2024
R. S.
President
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is INVEST Financial Corporation known for?

INVEST Financial Corporation operates in the Financial Services industry. The company's main headquarters is located in 5555 West Grande Market Drive Appleton, Wisconsin 54913 United States; you can contact the main corporate office by phone at

+1-800-242-****

. Explore INVEST Financial Corporation's company overview page for more information.

What is INVEST Financial Corporation's most common email format?

INVEST Financial Corporation employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more INVEST Financial Corporation email formats with LeadIQ.

How many employees does INVEST Financial Corporation have currently?

INVEST Financial Corporation has approximately 275 employees as of June 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are INVEST Financial Corporation's key employees and leadership?

As of June 2026, INVEST Financial Corporation's key employees include:

Ceo: C. W.
Chief Executive Officer: D. M. L.
President & Ceo: J. B.
President: E. B.
President: M. M.

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INVEST Financial Corporation Employee Directory

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