Kirk Ronald Chisholm
Investment adviser representative at Innovative Advisory Group
18 yearsExperience
22 statesRegistered in
$194MFirm assets
4 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Innovative Advisory GroupDec 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 22 states (AZ, CA, CO, CT, FL, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NY, PA, SC, TX, VA, WA).
Innovative Advisory Group
Legal name: Innovative Advisory Group, LLC
$194MAssets managed
300Clients
8Advisers
4 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
- 4004975
- Firm CRD
- 146618