TrueAdvisor
TrueAdvisor
BM
CFP
BM
CFP

Brianna Madren

Invst, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Invst, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,745 clients
Average Client Portfolio
$651K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None

Location

3741 Rome Dr., Suite B, Lafayette, IN, 47905

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brianna is on the board of the Greater Lafayette Rotary. This activity is not investment-related.

Employment History
Current Registrations
Invst, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Edward Jones
January 2017 - October 2023 · 6 yrs 9 mos
Edward JonesBroker
September 2016 - October 2023 · 7 yrs 1 mo
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.