Geoffrey Karr Thomas
Investment adviser representative at Invst, LLC
4 yearsExperience
1 stateRegistered in
$1.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
4 years in the industry.
- Invst, LLCOct 2020 to now
- Woodbury Financial Services IncJun 2020 to Sep 2020
- Skyway Capital Markets, LLCApr 2019 to Apr 2020
- Sc Distributors, LLCJan 2017 to Mar 2019
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Invst, LLC
$1.6BAssets managed
2,301Clients
26Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4629341
- Firm CRD
- 282863