Unclaimed Profile

Kathleen Irene Meyer

INNOVATOR CAPITAL MANAGEMENT, LLC·WHEATON, Illinois

Clean recordINNOVATOR CAPITAL MANAGEMENT, LLC

200 W FRONT ST, WHEATON, IL 60187CRD# 2462873Firm CRD# 287718

Profile Verification

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

Identity

Kathleen Irene Meyer · WHEATON, IL

Registration

CRD #2462873 · INNOVATOR CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathleen Irene Meyer 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

Speak with Kathleen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathleen is the right fit? Take our 2-minute quiz →

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# 2462873

Firm CRD# 287718

View on FINRA BrokerCheck →

Looking for a financial advisor in WHEATON?

Browse all registered financial advisors in WHEATON, Illinois or claim this profile if it's yours.

Browse WHEATON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kathleen Irene Meyer offer?

Kathleen Irene Meyer specializes in Investment Management, Fee-Only Advisory. Contact their office in WHEATON, Illinois for a consultation.

What are Kathleen Irene Meyer's credentials?

Kathleen Irene Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathleen Irene Meyer located?

Kathleen Irene Meyer 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 Kathleen Irene Meyer charge for services?

Kathleen Irene Meyer'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →