Edward
Gill Iii

Invst, LLC

CRD#6318048
Investment Advisor
in Indianapolis, IN

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About this Advisor

Edward Gill III is a financial advisor based in Indianapolis, Indiana, working with Invst, LLC. Edward has previously held positions at All Out Training, Wells Fargo Advisors, Mark Wise, Northwestern Mutual Investment Services LLC, Fox Sports, Northwestern Mutual Wealth Management Company, and Invst. Edward has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Edward is part of Invst, LLC, which operates out of Indianapolis, Indiana. The firm has 13 offices and 70 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Invst, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3625 E 96Th St
Indianapolis, IN 46240

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Invst, LLC Brokerage Details

Total Assets Under Management

$1,347,246,943

IN Average: $1,347,246,178
Total Number of Employees

70

IN Average: 46
Total Number of Accounts

5,139

IN Average: 1,775
Average Account Size

$262,161

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Edward Gill Iii Work History

2024 - Present (1 year)

Invst

2016 - Present (9 years)

Fox Sports

2013 - Present (12 years)

All Out Training

2020 - 2024 (4 years)

Northwestern Mutual Wealth Management Company

2019 - 2024 (5 years)

Mark Wise

2019 - 2024 (5 years)

Northwestern Mutual Investment Services LLC

2014 - 2019 (5 years)

Wells Fargo Advisors

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Disclosures

Please visit the SEC profile of Edward Gill Iii 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

Camryn Olson
Indianapolis, IN
Lloyd Easters
Brownsburg, IN
Geoffrey Thomas
Indianapolis, IN
David Sutton
Red Bank, NJ
Thomas Cudahy
Indianapolis, IN
Edward Gill Iii
Indianapolis, IN
Barbara Dugan
Indianapolis, IN
Ryan Averett
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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