Richard Anthony Rodgers

Innovest Portfolio Solutions LLC

14 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Innovest Portfolio Solutions LLC

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

Location

7979 E. Tufts Ave., Suite 1700, Denver, CO, 80237

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History

Regulatory History (2)

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Criminal

April 2002

Final Disposition

Criminal

December 1983

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Innovest Portfolio Solutions LLC

June 2020 - Present · 5 yrs 8 mos

Previous Registrations

Advisory Consulting Group LLC

May 2018 - June 2020 · 2 yrs 1 mo

Strategies Capital Management

May 2018 - March 2020 · 1 yr 10 mos

Innovest Portfolio Solutions LLC

March 2014 - March 2019 · 5 yrs

Insight Ebc

February 2011 - December 2013 · 2 yrs 10 mos

State Registrations4 states

CACOFLTX

Advisor

Exams

No exam information available for this advisor.