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Douglas Joseph Kadison

Innovia Wealth, LLC

Grand Rapids, MI

Chicago, IL

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Current Employers
Innovia Wealth, Llc

171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-02
IN RA APPROVED 2023-05-04
FL RA APPROVED 2023-03-30
TX RA APPROVED_RES 2023-03-06
MI RA APPROVED 2023-03-02
CA RA APPROVED 2023-03-01
MN RA APPROVED 2023-03-01
OH RA APPROVED 2023-03-01
PA RA APPROVED 2023-03-01
WI RA APPROVED 2023-03-01
CO RA APPROVED 2023-02-28
WA RA APPROVED 2023-02-28
IL RA APPROVED 2020-01-06
  • AZ RA
    APPROVED
    Since 2025-06-02
  • IN RA
    APPROVED
    Since 2023-05-04
  • FL RA
    APPROVED
    Since 2023-03-30
  • TX RA
    APPROVED_RES
    Since 2023-03-06
  • MI RA
    APPROVED
    Since 2023-03-02
  • CA RA
    APPROVED
    Since 2023-03-01
  • MN RA
    APPROVED
    Since 2023-03-01
  • OH RA
    APPROVED
    Since 2023-03-01
  • PA RA
    APPROVED
    Since 2023-03-01
  • WI RA
    APPROVED
    Since 2023-03-01
  • CO RA
    APPROVED
    Since 2023-02-28
  • WA RA
    APPROVED
    Since 2023-02-28
  • IL RA
    APPROVED
    Since 2020-01-06

Branch Locations

171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States

101 North Wacker Drive Suite 604, Chicago, IL 60606 • 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
Nuveen Investments Chicago IL 11/2014 02/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 02/2019 01/2020
Bank Of America, N.A. Chicago IL 04/2019 01/2020
Strategies Wealth Advisors, Llc Chicago IL 01/2020 02/2023
Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) Chicago IL 02/2023 Present
  • 11/2014 → 02/2019
    Nuveen Investments
    Chicago, IL
  • 02/2019 → 01/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chicago, IL
  • 04/2019 → 01/2020
    Bank Of America, N.A.
    Chicago, IL
  • 01/2020 → 02/2023
    Strategies Wealth Advisors, Llc
    Chicago, IL
  • 02/2023 → Present
    Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc)
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-19
  • S66 Uniform Combined State Law Examination
    2013-07-19
Designations
Other Names
  • Douglas Joseph Kadison
  • Douglas Kadison

View on SEC IAPD

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STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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