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Betty Lin Wang

Innovative Financial, LLC

Lakewood, CO

CRD 6611103

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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
CO RA APPROVED 2026-07-01
  • CO RA
    APPROVED
    Since 2026-07-01

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
Bw Consulting Greenwood Village CO 11/2015 03/2018
Bw Financial Llc Greenwood Village CO 01/2018 06/2026
Innovative Financial, Llc Lakewood CO 07/2026 Present
  • 11/2015 → 03/2018
    Bw Consulting
    Greenwood Village, CO
  • 01/2018 → 06/2026
    Bw Financial Llc
    Greenwood Village, CO
  • 07/2026 → Present
    Innovative Financial, Llc
    Lakewood, CO
Previous Registrations
  • 2018-04-27 → 2026-08-27
    Bw Financial Planning
    Greenwood Village, CO
  • 2016-03-23 → 2017-12-11
    Scb Global Capital Management, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-23
  • S65 Uniform Investment Adviser Law Examination
    2016-03-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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