- Invest Financial Corp. said Lynn Niedermeier has decided to retire and will resign her position as president and chief executive of the firm.
Niedermeier has served as Invest’s president and CEO since 2001.
Jim Livingston, president of the National Planning Holdings Inc. broker-dealer network, which includes Invest Financial, will assume Niedermeier’s responsibilities on an interim basis.
Livingston, who is based in Denver, will spend time at Invest Financial’s Tampa headquarters, where he will work with the firm’s management team, including Niedermeier, to ensure a smooth transition.
Invest Financial is a full-service broker-dealer.
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