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Kyli Mikiko Soto

Innovest Portfolio Solutions LLC

Denver, CO

CRD 7517860

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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:

Current Employers
Innovest Portfolio Solutions Llc

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-12
FL RA APPROVED 2024-04-21
CA RA APPROVED 2022-06-16
CO RA APPROVED 2022-06-16
TX RA APPROVED 2022-06-16
  • AZ RA
    APPROVED
    Since 2024-09-12
  • FL RA
    APPROVED
    Since 2024-04-21
  • CA RA
    APPROVED
    Since 2022-06-16
  • CO RA
    APPROVED
    Since 2022-06-16
  • TX RA
    APPROVED
    Since 2022-06-16

Branch Locations

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • 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
Bluewater Defense, Inc. Corozal PR 11/2010 11/2017
Innovest Portfolio Solutions Llc Denver CO 05/2018 Present
Cookstreet Culinary Academy Denver CO 12/2017 04/2018
  • 11/2010 → 11/2017
    Bluewater Defense, Inc.
    Corozal, PR
  • 05/2018 → Present
    Innovest Portfolio Solutions Llc
    Denver, CO
  • 12/2017 → 04/2018
    Cookstreet Culinary Academy
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-16
  • S65 Uniform Investment Adviser Law Examination
    2022-06-16
Other Names
  • Kyli Mikiko Hanson

View on SEC IAPD

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Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO

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