Cheryl Kostka Wilks

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

• 09/2001 → Present
  Nuveen Investments
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-04
• S63 Uniform Securities Agent State Law Examination
  1992-03-23

Other Names

• Cheryl Elizabeth Wilks
• Wilks Kostka
• Cheryl Elizabeth Kostka
• Cheryl Elizabeth Kostka