Financial ADVSR advisor directory · SEC adviser records
Innovia Wealth, LLC financial advisors in Grand Rapids, MI
Every SEC-registered investment adviser representative at a Innovia Wealth, LLC office in Grand Rapids, A to Z.
The short answer
14 registered advisors work at Innovia Wealth, LLC in Grand Rapids, out of 14 at the firm nationwide; it ranks number 18 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Innovia Wealth, LLC advisors in Grand Rapids, A to Z
Every Innovia Wealth, LLC advisor →- Michael T. BerkemeierInvestment adviser rep
- Andrew J. BoatrightCertified Financial Planner
- Gregory A. BoschChartered Financial Analyst
- Andrea S. CommandChartered Financial Consultant
- Tyler J. DemossInvestment adviser rep
- Samantha DoletzkyInvestment adviser rep
- Douglas J. KadisonCertified Financial Planner
- Micah KindeCertified Financial Planner
- George Pantlind IICertified Financial Planner
- Jacob N. PetrickCertified Financial Planner
- Reese A. PustoverInvestment adviser rep
- Peter E. RossCertified Financial Planner
- Aaron J. VeldheerInvestment adviser rep
- Jacob R. WatsonCertified Financial Planner
Innovia Wealth, LLC advisors in every city and state →Innovia Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Grand Rapids
All Grand Rapids advisors →LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Morgan Stanley 51Ameriprise Financial Services, LLC 44Edward Jones 39Wells Fargo Clearing Services, LLC 33Robert W. Baird & Co. Incorporated 32Centennial Securities Company, Inc. 30Fiduciary Financial Advisors 29Raymond James & Associates, Inc. 28J.P. Morgan Securities LLC 24Strategic Advisers LLC 24
Questions
How many financial advisors does Innovia Wealth, LLC have in Grand Rapids?
14 investment adviser representatives are registered at Innovia Wealth, LLC offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Innovia Wealth, LLC one of the largest advisor employers in Grand Rapids?
Innovia Wealth, LLC ranks number 18 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 66.
How do I check a Innovia Wealth, LLC advisor in Grand Rapids?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Innovia Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.