Innovest Portfolio Solutions LLC

Innovest Portfolio Solutions LLC (CRD# 106110) is a financial advisory firm headquartered in Denver, CO. They manage $12,594,000,000 in 270 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,594
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $46,644,444
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, NE

Financial Advisors at Innovest Portfolio Solutions LLC
Showing 1 - 10 of 16 top financial advisors.
1
Jerry L. Huggins
CRD#: 1262284
4643 S. Ulster St., Suite 1040, Denver, CO 80237
96
Wealthminder
score

Jerry Huggins (CRD# 1262284) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 33 years of experience in the finance industry. Jerry Huggins 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.

2
Jared A. Martin
CRD#: 4263227
4643 S. Ulster St., Suite 1040, Denver, CO 80237
96
Wealthminder
score

Jared Martin (CRD# 4263227) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 16 years of experience in the finance industry. Jared Martin 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.

3
Scott O. Middleton
CRD#: 2625945
4643 S. Ulster St., Suite 1040, Denver, CO 80237
96
Wealthminder
score

Scott Middleton (CRD# 2625945) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 22 years of experience in the finance industry.

4
Gordon K. Tewell
CRD#: 1702656
4643 S. Ulster Street, Suite 1040, Denver, CO 80237
96
Wealthminder
score

Gordon Tewell (CRD# 1702656) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 21 years of experience in the finance industry.

5
Wendy J. Dominguez
CRD#: 2280554
8301 E. Prentice Ave., Suite 300, Greenwood Village, CO 80111
93
Wealthminder
score

Wendy Dominguez (CRD# 2280554) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.

6
William E. Fender
CRD#: 1144269
4643 S. Ulster St., Suite 1040, Denver, CO 80237
93
Wealthminder
score

William Fender (CRD# 1144269) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 34 years of experience in the finance industry.

7
Marianne W. Marvez
CRD#: 1942416
4643 S. Ulster St., Suite 1040, Denver, CO 80237
93
Wealthminder
score

Marianne Marvez (CRD# 1942416) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 11 years of experience in the finance industry.

8
Donna S. Patch
CRD#: 5645932
4643 S. Ulster St., Suite 1040, Denver, CO 80237
93
Wealthminder
score

Donna Patch (CRD# 5645932) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 8 years of experience in the finance industry.

9
Richard M. Todd
CRD#: 1498983
4643 S. Ulster St., Suite 1040, Denver, CO 80237
93
Wealthminder
score

Richard Todd (CRD# 1498983) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 31 years of experience in the finance industry.

10
Steven A. Karsh
CRD#: 6022246
4643 S. Ulster St., Suite 1040, Denver, CO 80237
90
Wealthminder
score

Steven Karsh (CRD# 6022246) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.