Unclaimed Profile

Cari Zalesiak

INNOVATOR CAPITAL MANAGEMENT, LLC·WHEATON, Illinois

Clean recordINNOVATOR CAPITAL MANAGEMENT, LLC

200 W FRONT ST, WHEATON, IL 60187CRD# 5790018Firm CRD# 287718

Profile Verification

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

Identity

Cari Zalesiak · WHEATON, IL

Registration

CRD #5790018 · INNOVATOR CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cari Zalesiak is a registered financial advisor based in WHEATON, Illinois, affiliated with INNOVATOR CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

INNOVATOR CAPITAL MANAGEMENT, LLC

AUM

$17.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INNOVATOR CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5790018

Firm CRD# 287718

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cari Zalesiak offer?

Cari Zalesiak specializes in Investment Management, Fee-Only Advisory. Contact their office in WHEATON, Illinois for a consultation.

What are Cari Zalesiak's credentials?

Cari Zalesiak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cari Zalesiak located?

Cari Zalesiak is based in WHEATON, Illinois, working with INNOVATOR CAPITAL MANAGEMENT, LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.

How does Cari Zalesiak charge for services?

Cari Zalesiak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INNOVATOR CAPITAL MANAGEMENT, LLC?

INNOVATOR CAPITAL MANAGEMENT, LLC has approximately 48 employees and manages $17.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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