Joshua C. Peters

INVST

Indianapolis, IN 46240

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CRD#: 5321503

Professional summary

Joshua Charles Peters, CFP®, who also goes by Joshua Peters, is a registered financial advisor currently at INVST, LLC located in Indianapolis, Indiana.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joshua has worked at 8 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Peters

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Charles Peters'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®

CFP^®

Certified Financial Planner

Experience

Current

August 30, 2021 - Present

INVST, LLC

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

RIA

CRD#: 282863

Indianapolis, IN

Past

February 7, 2020 - December 4, 2020

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

RIA

CRD#: 143649

ROGERS, AR

Past

August 24, 2018 - April 23, 2019

CEPHAS FIDUCIARY INVESTMENTS

RIA

CRD#: 297790

JENKS, OK

Past

November 4, 2011 - January 30, 2020

CLOUD CAPITAL LLC

RIA

CRD#: 150275

GROVE, OK

Past

April 6, 2009 - May 29, 2014

BRAEVEST

RIA

CRD#: 134982

NOBLE, OK

Past

March 2, 2009 - November 29, 2010

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

TAMPA, FL

Past

February 24, 2009 - November 29, 2010

J.W. COLE FINANCIAL, INC.

CRD#: 124583

NOBLE, OK

Past

June 25, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OKLAHOMA CITY, OK

Past

May 25, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

OKLAHOMA CITY, OK

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
(8/30/2021)

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 66

Date: 6/22/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/24/2007

General Securities Representative 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 BROCHURE INVST LLC (12/26/2025)

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

ADV PART 2A FOR LEVINE FINANCIAL GROUP (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

Joshua C. Peters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Charles Peters's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

CEPHAS FIDUCIARY INVESTMENTS

CLOUD CAPITAL LLC

BRAEVEST

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INVST, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/22/2007

Series 7

Date: 5/24/2007

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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