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Kelley Roberts

JARRED BUNCH CONSULTING, LLC·INDIANAPOLIS, Indiana
Unclaimed Profile
3625 E 96TH STREET., INDIANAPOLIS, IN 46240CRD# 2648127Firm CRD# 282863
01

About

Kelley Roberts is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with JARRED BUNCH CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
INVST, LLC
INVST, LLC
AUM
$1.3B
Regulatory assets under management
Employees
62
Total firm employees
View all advisors at INVST, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 2648127
Firm CRD# 282863
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelley Roberts offer?
Kelley Roberts specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Kelley Roberts's credentials?
Kelley Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelley Roberts located?
Kelley Roberts is based in INDIANAPOLIS, Indiana, working with JARRED BUNCH CONSULTING, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Kelley Roberts charge for services?
Kelley Roberts'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 JARRED BUNCH CONSULTING, LLC?
JARRED BUNCH CONSULTING, 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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Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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