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Richard Michael Todd

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
439 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

4643 S. Ulster St., Suite 1040, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Richard is the president of Innovest Portfolio Solutions.

Employment History
Current Registrations
Innovest Portfolio Solutions LLC
January 1999 - Present · 27 yrs 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Richard Michael Todd - Financial Advisor | TrueAdvisor