Innovative Wealth Management
Finance · Iowa, United States · 1-10 Employees
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Overview
Headquarters
960 6th St Ste 1, Jesup, Iowa, 50648, Un...Phone Number
(319) 449-6900Website
www.myinnovativewealth.comRevenue
<$5 MillionIndustry
About Innovative Wealth Management
Innovative Wealth Management, LLC is a financial planning firm that focuses on creating tailored financial and tax plans for each individual client. The company emphasizes a proactive approach to financial and tax planning, ensuring that both aspects are integrated under one roof. Their services are designed for clients seeking a personalized strategy that considers their unique situations today and in the future. Innovative Wealth Management invites clients to experience a different approach to managing their finances.Explore more
Innovative Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Innovative Wealth Managem...
<$5M
1-10
Private
<$5M
2017
KH
Kimberly HoffmannInvestment Advisor & Representative
<$5M
1-10
Private
-
1999
Brennan GuliAdvisor and Shareholder and Chief Operating Officer and Chief Compliance Officer
Innovative Wealth Management Tech Stack
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Innovative Wealth Management, LLC is a financial planning firm that focuses on creating tailored financial and tax plans for each individual client. The company emphasizes a proactive approach to financial and tax planning, ensuring that both aspects are integrated under one roof. Their services are designed for clients seeking a personalized strat... Read More
