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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
  • Seo Lead - Personal Finance Division at INVEST Financial Corporation
    J. F.
    Seo Lead - Personal Finance Division
    Mobile Phone
    Oct 21, 2024
  • Registered Principal at INVEST Financial Corporation
    T. H.
    Registered Principal
    Mobile Phone
    Oct 17, 2024
  • Executive Administrative Assistant at INVEST Financial Corporation
    K. C.
    Executive Administrative Assistant
    Mobile Phone
    Jun 02, 2026
  • Administrative at INVEST Financial Corporation
    S. B.
    Administrative
    Mobile Phone
    Sep 01, 2026
  • Hr Business Partner at INVEST Financial Corporation
    L. N. M.
    Hr Business Partner
    Mobile Phone
    Spain, Catalonia
    Nov 16, 2025
  • Advisory Operations Specialist at INVEST Financial Corporation
    G. M.
    Advisory Operations Specialist
    Mobile Phone
    Aug 27, 2026
  • Insurance Agent at INVEST Financial Corporation
    B. D.
    Insurance Agent
    Mobile Phone
    Oct 24, 2024
  • Insurance Agent at INVEST Financial Corporation
    C. S.
    Insurance Agent
    Mobile Phone
    Oct 17, 2024
  • Human Resources - Administrator at INVEST Financial Corporation
    D. E.
    Human Resources - Administrator
    Mobile Phone
    Oct 16, 2024
  • Stockbroker at INVEST Financial Corporation
    D. N.
    Stockbroker
    Mobile Phone
    Oct 23, 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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