Source: thediwire

INVEST: Invest Financial Recruits Three Financial Institutions with $5.5 Billion in AUM

INVEST Financial Corporation, a member of National Planning Holdings, one of the nation’s largest independent broker-dealer networks, added three new financial institutions to its stable of financial advisors. The new offices include: Citizens Bank & Trust located in Guntersville, Alabama, Security Bank of Kansas City, and WaterStone Bank based in Wauwatosa, Wisconsin. Combined, the offices bring more than $5.5 billion in total assets.

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Est. Annual Revenue
$100-500M
Est. Employees
1.0-5.0K
Steve Dowden's photo - President & CEO of INVEST

President & CEO

Steve Dowden

CEO Approval Rating

68/100

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