Unclaimed Profile

Kelley Roberts

JARRED BUNCH CONSULTING, LLC·INDIANAPOLIS, Indiana

Clean recordJARRED BUNCH CONSULTING, LLC

3625 E 96TH STREET., INDIANAPOLIS, IN 46240CRD# 2648127Firm CRD# 282863

Profile Verification

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

Identity

Kelley Roberts · INDIANAPOLIS, IN

Registration

CRD #2648127 · JARRED BUNCH CONSULTING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INVST, LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVST, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

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

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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