LeadIQ logo
Learn more at LeadIQ.com
INVEST Financial Corporation logo

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

Minus sign iconPlus sign icon
  • United States Of America
    170
  • Canada
    2

Europe
20

Minus sign iconPlus sign icon
  • 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

Minus sign iconPlus sign icon
  • 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

Minus sign iconPlus sign icon
  • South Africa
    3
  • Ghana
    1
  • Sudan
    1
  • Cameroon
    1

South America
3

Minus sign iconPlus sign icon
  • 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
  • Agent Investors at INVEST Financial Corporation
    M. S. P.
    Agent Investors
    Mobile Phone
    Spain
    Jul 31, 2024
  • Hr Compliance Regulatory at INVEST Financial Corporation
    P. H.
    Hr Compliance Regulatory
    Mobile Phone
    Oct 23, 2024
  • Executive Officer at INVEST Financial Corporation
    P. N.
    Executive Officer
    Mobile Phone
    Oct 23, 2024
  • Tax Financial Advisor at INVEST Financial Corporation
    R. A.
    Tax Financial Advisor
    Mobile Phone
    Oct 23, 2024
  • Insurance Agent at INVEST Financial Corporation
    R. J.
    Insurance Agent
    Mobile Phone
    Oct 23, 2024
  • Insurance Agent at INVEST Financial Corporation
    S. S.
    Insurance Agent
    Mobile Phone
    Oct 23, 2024
  • Financial Advisor at INVEST Financial Corporation
    T. F.
    Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Investment Banking Associate at INVEST Financial Corporation
    M. S.
    Investment Banking Associate
    Mobile Phone
    Canada, Alberta
    Jan 29, 2026
  • Acount Officer at INVEST Financial Corporation
    M. T.
    Acount Officer
    Mobile Phone
    Indonesia, Yogyakarta
    Sep 15, 2026
  • Analyst at INVEST Financial Corporation
    嘉. 簡.
    Analyst
    Mobile Phone
    Taiwan, New Taipei City
    Aug 29, 2026

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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.