Invested Advisors

Overview

Invested Advisors is an SEC registered investment adviser based in State College, PA, registered since 2020. It reports $268M in assets under management across 639 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$268M

Discretionary

90%

Accounts

639

Average account

$42K

Employees

5

Advisory reps

3

Registered since

2020

Jurisdictions

7

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Kristen Elizabeth Coombs Owner, Chief Compliance Officer CRD 4270127
• Lauren Gail Gretchen Chief Compliance Officer CRD 2690894

Advisory reps 3 of 3

• Kristen E Coombs Insurance Agent · Investment Adviser Rep CRD 4270127
• Lauren Gail Gretchen Investment Adviser Rep CRD 2690894
• Blair Scott Hefkin Investment Adviser Rep CRD 7072873

Location

Headquarters

366 Walker Dr Ste 370
State College, PA 16801

County

Centre

Metro area

State College, PA

Region

Northeast

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: weareinvested.com

Every state, with registration dates

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