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INVEST Financial Corporation Employee Directory

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.

Find INVEST Financial Corporation employees' phone numbers or email addresses

INVEST Financial Corporation Global Highlights

Location
Employees

North America
172

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  • United States Of America
    170
  • Canada
    2

Europe
20

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  • United Kingdom Of Great Britain And Northern Ireland
    6
  • Spain
    2
  • France
    2
  • Slovakia
    1
  • Belgium
    1
  • Germany
    1
  • Romania
    1
  • Hungary
    1
  • Serbia
    1
  • Poland
    1
  • Netherlands
    1
  • Iceland
    1
  • Portugal
    1

Asia
15

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  • China
    5
  • Russian Federation
    2
  • Philippines
    1
  • Thailand
    1
  • Pakistan
    1
  • Turkey
    1
  • Indonesia
    1
  • Qatar
    1
  • Iran
    1
  • United Arab Emirates
    1

Africa
6

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  • South Africa
    3
  • Ghana
    1
  • Sudan
    1
  • Cameroon
    1

South America
3

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  • Brazil
    2
  • Peru
    1

INVEST Financial Corporation's Leadership

  • Chief Executive Officer at INVEST Financial Corporation
    D. M. L.
    Chief Executive Officer
    Mobile Phone
  • President at INVEST Financial Corporation
    E. B.
    President
    Mobile Phone
  • President at INVEST Financial Corporation
    M. M.
    President
    Mobile Phone
  • President at INVEST Financial Corporation
    R. S.
    President
    Mobile Phone
  • Founder And Chief Executive Officer at INVEST Financial Corporation
    S. M.
    Founder And Chief Executive Officer
    Mobile Phone
  • Co-Owner And Vice President - Dasher And Padgett Financial Services at INVEST Financial Corporation
    J. S.
    Co-Owner And Vice President - Dasher And Padgett Financial Services
    Mobile Phone
  • Partner at INVEST Financial Corporation
    R. H.
    Partner
    Mobile Phone
  • Practice Director at INVEST Financial Corporation
    J. W.
    Practice Director
    Mobile Phone

INVEST Financial Corporation Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Consultant
  • Community & Social Services
  • Other
  • Accounting

Contact profiles from INVEST Financial Corporation

Name
Title
Contact
Location
Last Update
  • Production Manager at INVEST Financial Corporation
    C. R.
    Production Manager
    Mobile Phone
    Oct 23, 2024
  • General Manager at INVEST Financial Corporation
    D. H.
    General Manager
    Mobile Phone
    Oct 22, 2024
  • Economist Development Manager at INVEST Financial Corporation
    S. E.
    Economist Development Manager
    Mobile Phone
    Oct 17, 2024
  • Office Manager at INVEST Financial Corporation
    S. P.
    Office Manager
    Mobile Phone
    Oct 16, 2024
  • Regional Supervision Manager, Icd at INVEST Financial Corporation
    T. B.
    Regional Supervision Manager, Icd
    Mobile Phone
    Oct 22, 2024
  • Manger at INVEST Financial Corporation
    O. A.
    Manger
    Mobile Phone
    Sudan
    Sep 14, 2026
  • Manager at INVEST Financial Corporation
    F. H.
    Manager
    Mobile Phone
    China
    Sep 06, 2026
  • Manager at INVEST Financial Corporation
    S. J.
    Manager
    Mobile Phone
    Iceland
    Aug 30, 2026
  • Senior Analyst at INVEST Financial Corporation
    L. D.
    Senior Analyst
    Mobile Phone
    Jun 19, 2026
  • Registered Principal at INVEST Financial Corporation
    A. H.
    Registered Principal
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is INVEST Financial Corporation known for?

Minus sign iconPlus sign iconINVEST Financial Corporation operates in the Financial Services industry. You can contact INVEST Financial Corporation's 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?

Minus sign iconPlus sign iconINVEST Financial Corporation employees' email format typically follows the pattern of First.Last@investfinancial.com. 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?

Minus sign iconPlus sign iconINVEST Financial Corporation has approximately 274 employees as of August 2026. These team members are located across 5 continents, including North America, Europe and Asia.

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

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

  • Chief Executive Officer: D. M. L.
  • President: E. B.
  • President: M. M.
  • President: R. S.
  • Founder And Chief Executive Officer: S. M.

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