Zachary Knutson is a CFP-designated registered investment advisor at Innovative Wealth Management, LLC, based in Jesup, IA, with 14 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 305 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual portfolio management fee varies between 0% and 2.5% depending on asset value, complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
960 6th Street, Suite 1, Jesup, IA, 50648
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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 Activities
Zachary owns rental property through MZK Rentals, LLC, dedicating minimal time. He also serves as Board Secretary/Treasurer for Heartland Technology, spending minimal time, and owns/directs Innovative Tax Services, LLC and Innovative Consultants, LLC, spending about 10-20% of his time and minimal time, respectively.
Employment History
Current Registrations
Innovative Wealth Management, LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Sii Investments, INC.Broker
Sii Investments, INC.
Fsb Warner Financial, INC
Fsb Warner Financial, INC.Broker
State Registrations2 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.