INVEST Financial Corporation Employee Directory

Financial ServicesWisconsin, United States201-500 Employees

On August 15, 2017, NPH announced the sale of the business of its independent broker-dealer network to LPL Financial LLC (LPL). For more information, view this press release: https://www.investfinancial.com/shared/documents/nph_lpl_release.pdf

Find INVEST Financial Corporation employees' phone numbers or email addresses

INVEST Financial Corporation Global Highlights

Location
Employees

North America
223

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  • United States Of America
    220
  • Canada
    2
  • Mexico
    1

Europe
15

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  • United Kingdom Of Great Britain And Northern Ireland
    4
  • Albania
    2
  • Netherlands
    2
  • Spain
    2
  • Portugal
    1
  • Slovakia
    1
  • Hungary
    1
  • Poland
    1
  • Italy
    1

Asia
12

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

Africa
10

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  • South Africa
    3
  • Nigeria
    3
  • Cameroon
    2
  • Ghana
    1
  • Benin
    1

South America
3

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  • Brazil
    2
  • Peru
    1

INVEST Financial Corporation's Leadership

  • Stylized image of a person
    C. W.
    Ceo
    Phone icon
  • Stylized image of a person
    D. M. L.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    E. B.
    President
    Phone icon
  • Stylized image of a person
    M. M.
    President
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  • Stylized image of a person
    R. S.
    President
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  • Stylized image of a person
    S. M.
    Founder And Chief Executive Officer
    Phone icon
  • Stylized image of a person
    S. C.
    Clu, Chfc, Msfs
    Phone icon
  • Stylized image of a person
    T. I. G.
    Co-Owner And Vice President - Dasher And Padgett Financial Services
    Phone icon

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
  • Stylized image of a person
    D. H.
    General Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    G. F.
    Branch Manager
    Phone icon
    United StatesWisconsin
    Oct 17, 2024
  • Stylized image of a person
    J. F.
    Seo Lead - Personal Finance Division
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    S. E.
    Economist Development Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. P.
    Office Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    T. B.
    Regional Supervision Manager, Icd
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    L. P.
    Account Manager
    Phone icon
    United StatesPennsylvania
    Feb 16, 2026
  • Stylized image of a person
    M. S.
    Sr. Compliance Analyst
    Phone icon
    United StatesFlorida
    Feb 17, 2026
  • Stylized image of a person
    L. D.
    Senior Analyst
    Phone icon
    Aug 10, 2025
  • Stylized image of a person
    A. L.
    Senior Financial Advisor
    Phone icon
    United StatesNew Mexico
    Apr 25, 2025

Frequently Asked Questions

What is INVEST Financial Corporation known for?

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

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

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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?

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

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

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

  • Ceo: C. W.
  • Chief Executive Officer: D. M. L.
  • President: E. B.
  • President: M. M.
  • President: R. S.

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