Matthew
Hasbrook

Invst, LLC

CRD#5994177
Investment Advisor
in Indianapolis, IN

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About this Advisor

Matthew Hasbrook is a financial advisor based in Indianapolis, Indiana, working with Invst, LLC. Matthew has previously held positions at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Massachusetts Mutual Life Insurance Company, Mml Distributors LLC, Invst LLC, and Health To You Now LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Matthew 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 63, Series 65

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

Matthew Hasbrook Work History

2021 - Present (3 years)

Invst LLC

2020 - Present (4 years)

Health To You Now LLC

2016 - 2020 (4 years)

Massachusetts Mutual Life Insurance Company

2016 - 2020 (4 years)

Mml Distributors LLC

2012 - 2016 (4 years)

Bank Of America, N.A

2012 - 2016 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of Matthew Hasbrook 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

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