Zachary Pitman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Innovest Portfolio Solutions
  Denver, CO
• 03/2021 → 11/2022
  Edward Jones
  St Louis, MO
• 06/2019 → 07/2020
  Unemployed
  Georgetown, CO
• 03/2019 → 05/2019
  Clear Creek Skiing Corporation
  Dillon, CO
• 05/2017 → 02/2019
  Fifth Third Bank
  Lexington, KY
• 06/2014 → 01/2017
  College Hunks Hauling Junk And Moving
  Lexington, KY
• 02/2017 → 04/2017
  Unemployed
  Lexington, KY
• 08/2020 → 03/2021
  Edward Jones
  St. Louis, MO
• 02/2019 → 05/2019
  Loveland Ski Area
  Dillon, CO
• 08/2019 → 12/2019
  Playerprofiler.cOm
  Fairfield, CT
• 12/2022 → 04/2026
  Missionsquare Investment Services
  Washington, DC
• 12/2022 → 04/2026
  Missionsquare Retirement
  Washington, DC

Previous Registrations

• 2022-12-20 → 2026-05-05
  Missionsquare Retirement
  Washington, DC
  Lakewood, CO
• 2021-05-17 → 2022-12-02
  Edward Jones
  Idaho Springs, CO
  St Louis, MO
  Castle Rock, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-05-14

Other Names

• Zachary Lyle Pitman