Sydney Nicole Aeschlimann

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

• 11/2015 → 08/2018
  Forager Brewery
  Rochester, MN
• 11/2016 → 05/2017
  Dover-Eyota Public School Distrct
  Eyota, MN
• 08/2017 → 05/2021
  University Of Northern Colorado
  Greeley, CO
• 01/2018 → 12/2019
  Greeley Evans School Distrct 6
  Greeley, CO
• 06/2019 → 08/2019
  Camp Granite Lake
  Golden, CO
• 05/2017 → 12/2021
  Dover-Eyota Public School District
  Eyota, MN
• 08/2019 → 11/2019
  Envision
  Greeley, CO
• 01/2020 → 05/2021
  University Of Northern Colorado
  Greeley, CO
• 05/2021 → Present
  Innovest Portfolio Solutions
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-26