Katherine Ford (CRD# 7113292) 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 | Jan 2020 - Feb 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids, MI | Apr 2019 - Jan 2020 | < 1 |
| Marceco Ltd. | Grand Rapids, MI | Feb 2017 - Apr 2019 | 2 |
| Metropolitan Hospital | Wyoming, MI | Jun 2016 - Feb 2017 | < 1 |
| Os Restaurant Services | Grand Rapids, MI | Jan 2016 - Dec 2016 | < 1 |
| Spectrum Health Hospital | Grand Rapids, MI | Jul 2015 - May 2016 | < 1 |
| Ocm Development | Grand Rapids, MI | Jan 2016 - Jan 2016 | < 1 |
| Metro Health Hospital | Wyoming, MI | May 2012 - Jul 2015 | 3 |
- MI
-
Total Assets Under Management2,045MILLIONS
-
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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