George Pantlind
Investment adviser representative at Innovia Wealth, LLC
20 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$3.3BFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Innovia Wealth, LLCOct 2023 to now
- Bank of America, NADec 2009 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691May 2006 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 13 states (AL, AZ, CA, CO, FL, GA, IL, LA, MI, MN, OR, VA, WA).
Innovia Wealth, LLC
Legal name: Strategies Wealth Advisors, LLC
$3.3BAssets managed
804Clients
18Advisers
8 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
- 5098846
- Firm CRD
- 289913