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Zachary Allen Knutson

Innovative Wealth Management, LLC

Jesup, IA

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Current Employers
Innovative Wealth Management, Llc

960 6Th Street Suite 1, Jesup, IA 50648 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-04-10
IA RA APPROVED 2018-10-18
  • IL RA
    APPROVED
    Since 2024-04-10
  • IA RA
    APPROVED
    Since 2018-10-18

Branch Locations

960 6Th Street Suite 1, Jesup, IA 50648 • 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
Sii Investments Waterloo IA 09/2013 08/2017
Sii Rochester MN 08/2017 10/2018
Innovative Wealth Management, Llc Jesup IA 07/2017 Present
Innovative Wealth Management, Llc Jesup IA 09/2018 Present
Innovative Wealth Management, Llc Jesup IA 09/2018 01/2026
Previous Registrations
  • 2017-08-10 → 2018-10-22
    Signator Investors, Inc.
    Jesup, IA
    Waterloo, IA
    Rochester, MN
  • 2013-09-19 → 2017-08-10
    Sii Investments, Inc.
    Waterloo, IA
  • 2012-10-16 → 2013-09-12
    Waterloo, IA
    Waterloo, IA
Other Businesses

Rental property owner, MZK Rentals, LLC 1024 2nd Street Jesup, IA 50648, start 8/1/16, approx 2 hrs mo, 0 hrs trading............ Board of Directors Member, Heartland Technology 541 Young Street Jesup, IA 50648, Board Secretary/Treasurer, start 4/1/15, approx 4 hrs mo, 0 hrs trading....... Tax Preparation: Innovative Tax Services, LLC 960 6th Street Suite 1 Jesup, IA 50648, owner / director - Marketing and guidance, Tax planning/preparation, bookkeeping, payroll services , 7/1/2018, approx 20 hrs mo, 0 trading hrs. Public Accounting Firm: Innovative Consultants, LLC 960 6th Street Suite 1 Jesup, IA 50648, owner / director - Marketing and guidance, 7/1/2018, approx 1 hrs mo, 0 trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-15
  • S66 Uniform Combined State Law Examination
    2012-10-15
Designations
Other Names
  • Zak Knutson

View on SEC IAPD

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