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%

2026

2025

Banking
Business
Finance
Consultant
Community & Social Services
Other

Contact profiles from Invest Financial

Name

Title

Contact Info

Location

Last Update

R. H.
Partner
Mobile Phone
Email
Oct 22, 2024
S. P.
Owner
Mobile Phone
Email
IndiaUttar Pradesh
Oct 23, 2025
S. M.
Founder And Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
D. M. L.
Chief Executive Officer
Mobile Phone
Email
Hungary
Nov 11, 2025
B. S.
Senior Vice President, Business Development
Mobile Phone
Email
United StatesTexas
Nov 11, 2025
J. B.
Svp, Director Of Operations Invest Financial Corp
Mobile Phone
Email
United StatesFlorida
Nov 11, 2025
C. S.
Vice President
Mobile Phone
Email
United StatesFlorida
Nov 11, 2025
J. M.
Senior Vp Administration
Mobile Phone
Email
United StatesFlorida
Oct 20, 2025
M. E.
Vice President
Mobile Phone
Email
United StatesFlorida
Oct 22, 2024
M. S.
Svp Regional Manager
Mobile Phone
Email
United StatesTennessee
Oct 23, 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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