Peter A. Welsh

INVST

Indianapolis, IN 46240

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CRD#: 3069686

Professional summary

Peter Andrew Welsh is a registered financial advisor currently at INVST, LLC located in Indianapolis, Indiana.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Peter has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Works with Ispira Financial as a Managing Director of Retirement and Wealth. Started position in September of 2020. Capacity is in a management role, not working directly with clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Andrew Welsh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 16, 2019 - Present

INVST, LLC

Office #1: 3625 E 96th St, Indianapolis, IN 46240

RIA

CRD#: 282863

Indianapolis, IN

Past

March 25, 2019 - November 11, 2019

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

RIA

CRD#: 8478

INDIANAPOLIS, IN

Past

February 28, 2019 - November 11, 2019

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

CRD#: 8478

INDIANAPOLIS, IN

Past

February 11, 2010 - December 18, 2018

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

May 19, 2008 - May 11, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

CHICAGO, IL

Past

February 1, 2003 - April 29, 2008

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

CHICAGO, IL

Past

August 4, 1998 - February 1, 2003

TRANSAMERICA SECURITIES SALES CORPORATION

CRD#: 17970

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(11/16/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/25/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/5/2006

Investment Company Products/Variable Contracts Principal Examination

Current Firm

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

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Contact information

Main Address

3625 E 96th St, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 202-1891

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR LEVINE FINANCIAL GROUP (6/11/2025)

ADV PART 2A BROCHURE INVST LLC (6/11/2025)

ADV PART 2A FOR TOMORO (6/11/2025)

Regulatory assets under management

Total Number of Accounts	6,777
AUM (Assets Under Management)	$ 1,786,624,623

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter A. Welsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Andrew Welsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

ONEAMERICA SECURITIES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

TRANSAMERICA INVESTORS SECURITIES, LLC

TRANSAMERICA SECURITIES SALES CORPORATION

Primary Firm SEC Registration

INVST, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2019

Series 63

Date: 8/24/1998

SIE

Date: 10/1/2018

Series 7

Date: 8/3/1998

Series 26

Date: 7/5/2006

Current Firm

INVST, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVST, LLC

TRUST BUT VERIFY

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