Jeffrey Warnkin
Jeffrey Warnkin is a CFP-designated registered investment advisor at Innovation Partners LLC, based in Westlake, OH, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
30400 Detroit Road, Suite 201, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey prepares income taxes, dedicating nearly full-time hours during tax season. He also solicits fixed insurance sales, works as an investment advisor representative for Prosperity Capital Advisors, leads financial literacy seminars, manages taxes for his financial practice, and sells securities through Innovation Partners, LLC.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Prosperity Capital Advisors
Previous Registrations
Mercap Securities, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service Corporation
Mutual Service CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Mutual Service CorporationBroker
Royal Alliance Associates, INC.Broker
Jmc Financial CorporationBroker
Northwestern Mutual Investment Services, INC.Broker
Mutual Service CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.