Innovative Financial, LLC

Innovative Financial, LLC (CRD# 127469) is a financial advisory firm headquartered in Lakewood, CO. They manage $83,000,000 in 91 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
355 S. Teller St., Suite 200, Lakewood, CO 80226
https://twitter.com/financialfuture
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $912,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Innovative Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dede Jones, financial advisor Lakewood CO
Dede M. Jones
CRD#: 4436189
355 S. Teller St., Suite 200, Lakewood, CO 80226

Dede Jones (CRD# 4436189) is an Investment Advisor Representative working at Innovative Financial, LLC in Lakewood, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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