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Eric Peter Hahn

Invst, LLC

Indianapolis, IN

Stamford, CT

CRD 5711155

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Employer firm

Invst, LLC CRD 282863

$1.57B regulatory AUM 500 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Invst, Llc

3625 E 96Th St, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-14
  • CT RA
    APPROVED
    Since 2025-01-14

Branch Locations

3625 E 96Th St, Indianapolis, IN 46240 • United States

4 Landmark Square, Suite 303, Stamford, CT 06901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ns Capital, Llc Stamford CT 01/2010 01/2025
Invst, Llc Indianapolis IN 01/2025 Present
  • 01/2010 → 01/2025
    Ns Capital, Llc
    Stamford, CT
  • 01/2025 → Present
    Invst, Llc
    Indianapolis, IN
Previous Registrations
  • 2019-01-29 → 2025-01-09
    Ns Capital, Llc
    Stamford, CT
  • 2016-01-26 → 2018-12-31
    Ns Capital, Llc
    Stamford, CT
  • 2010-05-19 → 2015-12-31
    Ns Capital, Llc
    Stamford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-17
  • S65 Uniform Investment Adviser Law Examination
    2010-03-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
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