Paul Bennett Plesser
Investment adviser representative at Innovative Private Wealth Management Inc.
16 yearsExperience
1 stateRegistered in
$367MFirm assets
3 yearsFirm in business
Are you Paul Bennett Plesser? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Innovative Private Wealth Management Inc.May 2026 to now
- Broadstreet Insurance Agency, LLCDec 2024 to now
- Innovative Family Office LLCDec 2024 to Aug 2026
- Massmutual Life Insurance Co.Nov 2021 to Dec 2024
- MML Investors Services, LLCNov 2021 to Dec 2024
- UnemployedJul 2021 to Nov 2021
- Commonwealth Bank of AustraliaOct 2010 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Innovative Private Wealth Management Inc.
$367MAssets managed
417Clients
12Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1633013
- Firm CRD
- 324586