Peter
Welsh
Invst, LLC
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About this Advisor
Peter Welsh is a financial advisor operating in Indianapolis, Indiana who has 4 years of relevant experience. Welsh is currently employed by Invst, LLC. During their career, Welsh has held roles at Oneamerica Securities, Jarred Bunch Consulting, LLC and Thurston Springer. Welsh maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Indiana. Invst, LLC is a financial advisory company operating out of Indianapolis, IN. It has offices in 12 locations and a total of 59 people on staff. It administers $961 million in assets between its 5,008 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 5,008 client accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Invst, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Invst, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Peter Welsh Work History
Peter has been registered as a financial advisor for 4 years.*
Jarred Bunch Consulting, LLC
Thurston Springer
Oneamerica Securities
*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 Peter Welsh 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
Brownsburg, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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