Isaiah Bleiler (CRD# 6614905) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovia Wealth, Llc (formerly Strategies Wealth Advisors, Llc) | Grand Rapids, MI | Feb 2023 - Current | 1 |
| Strategies Wealth Advisors, LLC | Grand Rapids, MI | Oct 2022 - Feb 2023 | < 1 |
| Strategies Wealth Advisors, LLC | Grand Rapids, MI | Jun 2022 - Feb 2023 | < 1 |
| Simplified Investments | Grand Rapids, MI | Jun 2021 - Jun 2022 | 1 |
| Spendmend | Grand Rapids, MI | Oct 2017 - Jun 2021 | 3 |
| Huntington National Bank | Grand Rapids, MI | Apr 2017 - Oct 2017 | < 1 |
| Grand Valley State Univsersity | Allendale, MI | Nov 2013 - Apr 2017 | 3 |
| New York Life Insurance | Grand Rapids, MI | Jan 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- AZ
- CO
- FL
- IN
- MI
- MN
- OH
- TX
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Total Assets Under Management2,045MILLIONS
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Total Number of Accounts3,002ACCOUNTS
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Average Account Value$681,113
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, OH, OR, PA, TX, VA, WA, WI
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