Invested Advisors

CRD 311243 · State College, PA · $268.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 311243
SEC number: 801-119770
Firm type: RIA
Assets under management: $268.3M as of May 13, 2026
Website: www.linkedin.com/company/weareinvested ↗
Phone: 814-235-2703
Address: 366 Walker Drive, State College, PA, 16801

Advisors at this firm

3 in our index · page 1 of 1

Kristen Elizabeth CoombsCRD 4270127 · State College, PA

IA RegisteredRegistration inactive
Lauren Gail GretchenCRD 2690894 · Ellicott City, MD

IA RegisteredRegistration inactive
Blair Scott HefkinCRD 7072873 · State College, PA

IA Registered

Source & corrections

Where this page comes from

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