Aaron J Veldheer
Investment adviser representative at Innovia Wealth, LLC
12 yearsExperience
18 statesRegistered in
$3.3BFirm assets
8 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Innovia Wealth, LLC (formerly Strategies Wealth Advisors, LLC)Feb 2023 to now
- Innovia Wealth, LLCJan 2020 to now
- Strategies Wealth Advisors, LLCJan 2020 to Feb 2023
- Bank of America, N.A. - Merrill LynchJun 2014 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 18 states (AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, OH, OR, PA, TX, VA, WA, WI).
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
- 5808367
- Firm CRD
- 289913