David Wayne Karin
Investment adviser representative at Innovation Partners LLC
14 yearsExperience
2 statesRegistered in
$21.7MFirm assets
12 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Innovation Partners, LLCMay 2025 to now
- Western International Securities, Inc.Mar 2012 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Innovation Partners LLC
Legal name: Innovation Partners LLC.
$21.7MAssets managed
26Clients
2Advisers
12 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
- 2486154
- Firm CRD
- 146344