Richard Anthony Rodgers
Investment adviser representative at Innovest Portfolio Solutions LLC
12 yearsExperience
4 statesRegistered in
$0Firm assets
30 yearsFirm in business
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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.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Innovest Portfolio Solutions LLCApr 2020 to now
- Advisory Consulting GroupMay 2018 to Apr 2020
- Strategies Capital ManagementMay 2018 to Jan 2020
- Innovest Portfolio Solutions LLCJan 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, FL, TX).
Innovest Portfolio Solutions LLC
$0Assets managed
467Clients
23Advisers
30 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
- 1842302
- Firm CRD
- 106110