Jodi L. MantheiInvestment Advisor Representative, Partner
Phone: 630-513-7126 Founding partner of Riverstone Wealth Partners, LLC Jodi is a Registered Principal and an Investment Advisor Representative of INVEST Financial Corporation. After receiving her BBA at the University of Notre Dame, she furthered her education in investment management on Wall Street with a major financial services firm. Jodi has over 25 years of experience in financial planning, portfolio strategies and investment services management. She currently hold Series 7, 24, 63, 65 and insurance licenses which have provided her the opportunity to service her multi-generational clients throughout the country. In addition to a long standing ranking in the top tier of investment representatives within INVEST Financial Corporation for the past 20 years, Jodi was recently recognized by a leading financial publication within a group of her peers as one of the top 50 Bank Investment Representatives in the country. Jodi has commited to service in many volunteer capacities throughout the greater St. Charles community where she lives with her husband and four children. They are active members of St. John's Neumann parish. As a board member she has served the American Cancer Society, St. Charles Heritage Center, CUSD 303 Parent Teacher Organization, American Association of University Women and St. Charles Cultural Commission. ![]()
|
|
|
Securities and insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affiliated insurance agencies. INVEST is not affiliated with Riverstone Wealth Partners LLC. Advisory services offered through INVEST, a Registered Investment Advisor. This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting |