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Kevin Richard Gustafson

INNOVATOR CAPITAL MANAGEMENT, LLC·WHEATON, Illinois
Clean recordINNOVATOR CAPITAL MANAGEMENT, LLC
109 N HALE ST, WHEATON, IL 60187CRD# 5029392Firm CRD# 287718

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Richard Gustafson · WHEATON, IL
Registration
CRD #5029392 · INNOVATOR CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Richard Gustafson 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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
INNOVATOR CAPITAL MANAGEMENT, LLC
INNOVATOR CAPITAL MANAGEMENT, LLC
AUM
$17.4B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at INNOVATOR CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5029392
Firm CRD# 287718
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Richard Gustafson offer?
Kevin Richard Gustafson specializes in Investment Management, Fee-Only Advisory. Contact their office in WHEATON, Illinois for a consultation.
What are Kevin Richard Gustafson's credentials?
Kevin Richard Gustafson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Richard Gustafson located?
Kevin Richard Gustafson 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 Kevin Richard Gustafson charge for services?
Kevin Richard Gustafson'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

Michael J Wiederholt
WHEATON, IL
Cari Zalesiak
WHEATON, IL
Graham Alexander Day
WHEATON, IL
Kathleen Irene Meyer
WHEATON, IL
Harold Bruce Bond
WHEATON, IL

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Research
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