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960 6Th Street Suite 1, Jesup, IA 50648 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Wealth Management, Llc | Jesup | IA | 08/2017 | 01/2026 |
| Innovative Wealth Management, Llc | Jesup | IA | 10/2018 | Present |
| Monat Wealth Management | Waterloo | IA | 06/2014 | 08/2017 |
| Innovative Wealth Management, Llc | Jesup | IA | 01/2026 | Present |
Innovative Tax Services LLC, Tax preparation, 960 6th Street Suite 1 Jesup, IA 50648, owner, 10 hrs mo, 0 trading hrs, 7/1/2018 - Marketing & guidance Innovative Consultants, LLC 960 6th Street Suite 1 Jesup, IA 50648, owner - Marketing and guidance, 7/1/2018, approx 1 hrs mo, 0 trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-09 |
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