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Christian Strauss O'DWyer

Innovest Portfolio Solutions LLC

Denver, CO

CRD 5344417

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Employer firm

Innovest Portfolio Solutions LLC CRD 106110

467 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Innovest Portfolio Solutions Llc

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
CO RA APP_PEND_IARCE 2026-01-01
FL RA APP_PEND_IARCE 2026-01-01
AZ RA APPROVED 2024-09-24
TX RA APPROVED 2023-12-15
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • AZ RA
    APPROVED
    Since 2024-09-24
  • TX RA
    APPROVED
    Since 2023-12-15

Branch Locations

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • 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
Innovest Portfolio Solutions Denver CO 09/2014 10/2019
Ubs Financial Services Inc. Denver CO 10/2019 04/2022
Bok Financial Securities, Inc. Denver CO 04/2022 09/2023
Bokf, Na Denver CO 04/2022 09/2023
Bok Financial Private Wealth, Inc. Denver CO 04/2022 09/2023
Innovest Portfolio Solutions Denver CO 09/2023 Present
  • 09/2014 → 10/2019
    Innovest Portfolio Solutions
    Denver, CO
  • 10/2019 → 04/2022
    Ubs Financial Services Inc.
    Denver, CO
  • 04/2022 → 09/2023
    Bok Financial Securities, Inc.
    Denver, CO
  • 04/2022 → 09/2023
    Bokf, Na
    Denver, CO
  • 04/2022 → 09/2023
    Bok Financial Private Wealth, Inc.
    Denver, CO
  • 09/2023 → Present
    Innovest Portfolio Solutions
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-12-16
S65 Uniform Investment Adviser Law Examination 2015-08-07
  • S63 Uniform Securities Agent State Law Examination
    2019-12-16
  • S65 Uniform Investment Adviser Law Examination
    2015-08-07
Designations
  • Chartered Financial Analyst
Other Names
  • Christian S Odwyer
  • Christian Strauss Odwyer
  • Christian Strauss O'DWyer

View on SEC IAPD

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