Invest Financial Employee Directory

Q: How many employees does Invest Financial have currently?

Invest Financial has approximately 276 employees.

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

Invest Financial's key employees include: Ceo: C. W., Chief Executive Officer: D. M. L., President: E. B., President: M. M., President: R. S..

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 employees' phone numbers or email addresses

Invest Financial 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
Slovakia
1
Hungary
1
Poland
1
Italy
1

Asia
11

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

Africa
9

Nigeria
3
South Africa
2
Cameroon
2
Ghana
1
Benin
1

South America
3

Brazil
2
Peru
1

Invest Financial's Leadership

C. W.
Ceo
Mobile Phone
Email
D. M. L.
Chief Executive Officer
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
T. H.
Owner
Mobile Phone
Email
S. C.
Clu, Chfc, Msfs
Mobile Phone
Email

Invest Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Consultant
Community & Social Services
Other

Contact profiles from Invest Financial

Name

Title

Contact Info

Location

Last Update

T. H.
Owner
Mobile Phone
Email
United StatesNew York
Nov 14, 2025
S. C.
Clu, Chfc, Msfs
Mobile Phone
Email
United StatesMaryland
Jan 29, 2026
T. I. G.
Co-Owner And Vice President - Dasher And Padgett Financial Services
Mobile Phone
Email
United StatesGeorgia
Nov 11, 2025
R. C.
Owner
Mobile Phone
Email
United StatesOklahoma
Oct 20, 2025
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 known for?

Invest Financial 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's company overview page for more information.

What is Invest Financial's most common email format?

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

How many employees does Invest Financial have currently?

Invest Financial has approximately 276 employees as of February 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Invest Financial's key employees and leadership?

As of February 2026, Invest Financial'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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