Unclaimed Profile

Dipen Kishore Mehta

INVST, LLC·INDIANAPOLIS, Indiana

Series 3, Series 7, Series 63, Series 65Clean record10 years registeredINVST, LLC

3625 E 96TH ST, INDIANAPOLIS, IN 46240CRD# 2993669Firm CRD# 282863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dipen Kishore Mehta · INDIANAPOLIS, IN

Registration

CRD #2993669 · INVST, LLC · 10 years registered

Brand Profile

Not yet started

Career History

HELIX WEALTH

Jun 2026 – present

INVST, LLC

Jul 2021 – Jul 2026

INDIANAPOLIS, IN

PROSPERITY CAPITAL ADVISORS

Jan 2019 – May 2021

Westlake, OH

PROTECTIO INVESTMENTS

Apr 2017 – Sep 2021

LAKE ELMO, MN

TRUNORTH WEALTH PARTNERS

Oct 2016 – Mar 2017

ST. PAUL, MN

BGM TRUNORTH WEALTH PARTNERS, LLC

Jul 2016 – Oct 2016

ST. PAUL, MN

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · July 29, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVST, LLC

CRD 282863 · SEC 801-107265

AUM

$1.3B

Regulatory assets under management

Employees

5,139 client accounts

Services offered by INVST, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVST, LLC →

Introduction

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Frequently Asked Questions

What services does Dipen Kishore Mehta offer?

Dipen Kishore Mehta specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Dipen Kishore Mehta's credentials?

Dipen Kishore Mehta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dipen Kishore Mehta located?

Dipen Kishore Mehta is based in INDIANAPOLIS, Indiana, working with INVST, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Dipen Kishore Mehta charge for services?

Dipen Kishore Mehta's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan services-percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVST, LLC?

INVST, LLC has approximately 62 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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