Innovative Wealth Management, LLC

Innovative Wealth Management, LLC (CRD# 298656) is a financial advisory firm headquartered in Jesup, IA. They manage $65,975,185 in 510 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
960 6th Street, Suite 1, Jesup, IA 50648
https://www.facebook.com/myinnovativewealth/
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    510
    ACCOUNTS
  • Average Account Value
    $129,363
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL

Financial Advisors at Innovative Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Zachary Knutson, financial advisor Jesup IA
Zachary A. Knutson
CRD#: 5736111
960 6th Street, Suite 1, Jesup, IA 50648

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.

2
Kimberly Hoffmann, financial advisor Jesup IA
Kimberly L. Hoffmann
CRD#: 6357368
960 6th Street, Suite 1, Jesup, IA 50648

Kimberly Hoffmann (CRD# 6357368) is an Investment Advisor Representative working at Innovative Wealth Management, LLC in Jesup, IA and has over 4 years 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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