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Cari Zalesiak

INNOVATOR CAPITAL MANAGEMENT, LLC·WHEATON, Illinois
SIE, Series 7, Series 24Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INNOVATOR CAPITAL MANAGEMENT, LLC
CRD 287718 · SEC 801-110111
AUM
$17.4B
Regulatory assets under management
Employees
48
1 client accounts
Services offered by INNOVATOR CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at INNOVATOR CAPITAL MANAGEMENT, LLC →
Introduction

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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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Other Advisors at INNOVATOR CAPITAL MANAGEMENT, LLC

Graham Alexander Day
WHEATON, IL
Harold Bruce Bond
WHEATON, IL

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Research
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