Innovest Portfolio Solutions LLC

Innovest Portfolio Solutions LLC (CRD# 106110) is a financial advisory firm headquartered in Denver, CO. They serve the financial needs of clients across 5 states (or territories).

Current Firm Details
7979 E. Tufts Ave., Suite 1700, Denver, CO 80237
http://www.innovestinc.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

AZ, CA, CO, FL, TX

Financial Advisors at Innovest Portfolio Solutions LLC
Showing 1 - 10 of 21 top financial advisors.
1
Wendy Dominguez, financial advisor Greenwood Village CO
Wendy J. Dominguez
CRD#: 2280554
8301 E. Prentice Ave., Suite 300, Greenwood Village, CO 80111

Wendy Dominguez (CRD# 2280554) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Greenwood Village, CO and has over 28 years of experience in the finance industry.

2
William Fender, financial advisor Denver CO
William E. Fender
CRD#: 1144269
4643 S. Ulster St., Suite 1040, Denver, CO 80237

William Fender (CRD# 1144269) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 38 years of experience in the finance industry.

3
Steven Karsh, financial advisor Denver CO
Steven A. Karsh
CRD#: 6022246
7979 E. Tufts Ave., Suite 1700, Denver, CO 80237

Steven Karsh (CRD# 6022246) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 9 years of experience in the finance industry.

4
Kristy Legrande, financial advisor Denver CO
Kristy B. Legrande
CRD#: 3123963
7979 E. Tufts Ave., Suite 1700, Denver, CO 80237

Kristy Legrande (CRD# 3123963) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 23 years of experience in the finance industry.

5
Jared Martin, financial advisor Denver CO
Jared A. Martin
CRD#: 4263227
7979 E. Tufts Ave., Suite 1700, Denver, CO 80237

Jared Martin (CRD# 4263227) 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. 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.

6
Scott Middleton, financial advisor Denver CO
Scott O. Middleton
CRD#: 2625945
7979 E. Tufts Ave., Suite 1700, Denver, CO 80237

Scott Middleton (CRD# 2625945) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 26 years of experience in the finance industry.

7
Peter Mustian, financial advisor Denver CO
Peter J. Mustian
CRD#: 6022494
7979 E. Tufts Ave., Suite 1700, Denver, CO 80237

Peter Mustian (CRD# 6022494) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 10 years of experience in the finance industry.

8
Paul Nacario, financial advisor Scottsdale AZ
Paul G. Nacario
CRD#: 2158914
Scottsdale, AZ

Paul Nacario (CRD# 2158914) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Scottsdale, AZ and has over 30 years of experience in the finance industry.

9
Richard Rodgers, financial advisor Denver CO
Richard A. Rodgers
CRD#: 1842302
7979 E. Tufts Ave., Suite 1700, Denver, CO 80237

Richard Rodgers (CRD# 1842302) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 13 years of experience in the finance industry.

10
Aidan Smith, financial advisor Denver CO
Aidan S. Smith
CRD#: 6583879
7979 E. Tufts Ave., Suite 1700, Denver, CO 80237

Aidan Smith (CRD# 6583879) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 6 years of experience in the finance industry.

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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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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