Amanda
Oakley
Invst, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Amanda Oakley is a certified financial planner working out of Indianapolis, Indiana with 4 years of industry experience. Oakley works at Invst, LLC. Over the course of their career, they have held roles at American Express Financial Advisors Inc, Ids Life Insurance Company, Commonwealth Financial Network and Jarred Bunch Consulting, LLC. Oakley holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. Invst, LLC is an advisory firm based out of Indianapolis, IN. It has offices in 12 locations and a total of 59 advisors. It manages $961 million in assets under management between its 5,008 accounts, making it one of the bigger firms in the United States by assets under management. Of its 5,008 client accounts, just 6% belong to high-net-worth investors who have greater than $1 million in investable assets. The business has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which service is offered. Fee types charged by Invst, LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Invst, LLC Brokerage Details
$961,070,072
59
5,008
$191,907
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Amanda Oakley Work History
Amanda has been registered as a financial advisor for 4 years.*
Jarred Bunch Consulting,LLC
Commonwealth Financial Network
American Express Financial Advisors Inc
Ids Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amanda Oakley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Invst, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Brownsburg, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
