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Dede M Smolen

Innovative Financial, LLC

Lakewood, CO

CRD 4436189

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Employer firm

Innovative Financial, LLC CRD 127469

$105M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Innovative Financial, Llc

355 South Teller Street Suite 200, Lakewood, CO 80226 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-08
CO RA APPROVED 2019-03-02
  • TX RA
    APPROVED_RES
    Since 2024-02-08
  • CO RA
    APPROVED
    Since 2019-03-02

Branch Locations

355 South Teller Street Suite 200, Lakewood, CO 80226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Innovative Financial, Llc Golden CO 06/2003 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Raydeena Jones
  • Dede M Jones

View on SEC IAPD

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Adam Williams
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Nearby Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO

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