Unclaimed Profile

Richard Michael Todd

INNOVEST PORTFOLIO SOLUTIONS LLC·DENVER, Colorado

Series 7, Series 63, Series 65Clean record27 years registeredINNOVEST PORTFOLIO SOLUTIONS LLC

7979 E. TUFTS AVE., DENVER, CO 80237CRD# 1498983Firm CRD# 106110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Michael Todd · DENVER, CO

Registration

CRD #1498983 · INNOVEST PORTFOLIO SOLUTIONS LLC · 27 years registered

Brand Profile

Not yet started

Career History

INNOVEST PORTFOLIO SOLUTIONS LLC

Jan 1999 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INNOVEST PORTFOLIO SOLUTIONS LLC

CRD 106110 · SEC 801-51483

Employees

Total firm employees

Services offered by INNOVEST PORTFOLIO SOLUTIONS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at INNOVEST PORTFOLIO SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Richard Michael Todd offer?

Richard Michael Todd specializes in Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Richard Michael Todd's credentials?

Richard Michael Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Michael Todd located?

Richard Michael Todd is based in DENVER, Colorado, working with INNOVEST PORTFOLIO SOLUTIONS LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Richard Michael Todd charge for services?

Richard Michael Todd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INNOVEST PORTFOLIO SOLUTIONS LLC?

INNOVEST PORTFOLIO SOLUTIONS LLC has approximately 60 employees. The firm is registered with the SEC as an investment adviser.

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