Christian Strauss O'dwyer

CFA

Innovest Portfolio Solutions LLC

12 Years of Experience

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

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.

Employment History

Current Registrations

Innovest Portfolio Solutions LLC

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

Bok Financial Securities, INC.Broker

April 2022 - September 2023 · 1 yr 5 mos

Bok Financial Private Wealth, INC.

April 2022 - August 2023 · 1 yr 4 mos

UBS Financial Services INC.Broker

November 2019 - April 2022 · 2 yrs 5 mos

UBS Financial Services INC.

October 2019 - April 2022 · 2 yrs 6 mos

Innovest Portfolio Solutions LLC

December 2015 - October 2019 · 3 yrs 10 mos

Spot Trading L.L.C.Broker

March 2011 - March 2014 · 3 yrs

State Registrations5 states

AZCACOFLTX

Advisor

Exams

No exam information available for this advisor.