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).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)

AZ, CA, CO, FL, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.