Christian Strauss O'dwyer
Investment adviser representative at Innovest Portfolio Solutions LLC
12 yearsExperience
5 statesRegistered in
CFADesignation
$0Firm 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 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 LLCSep 2023 to now
- Bok Financial Private Wealth, Inc.Apr 2022 to Sep 2023
- Bok Financial Securities, Inc.Apr 2022 to Sep 2023
- BOKF, NAApr 2022 to Sep 2023
- UBS Financial Services Inc.Oct 2019 to Apr 2022
- Innovest Portfolio SolutionsSep 2014 to Oct 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 5 states (AZ, 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
- 5344417
- Firm CRD
- 106110