Zachary Knutson (CRD# 5736111) is an Investment Advisor Representative working at Innovative Wealth Management, LLC in Jesup, IA and has over 11 years of experience in the finance industry. Zachary Knutson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Wealth Management, LLC | Jesup, IA | Sep 2018 - Current | 5 |
| Innovative Wealth Management, LLC | Jesup, IA | Jul 2017 - Current | 6 |
| Sii | Rochester, MN | Aug 2017 - Oct 2018 | 1 |
| Sii Investments | Waterloo, IA | Sep 2013 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- IL
- IA
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts510ACCOUNTS
-
Average Account Value$129,363
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
IA, IL
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