Zachary Pitman
Investment adviser representative at Innovest Portfolio Solutions LLC
12 yearsExperience
1 stateRegistered in
$0Firm assets
30 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.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Innovest Portfolio Solutions LLCMay 2026 to now
- Missionsquare Investment ServicesDec 2022 to Apr 2026
- Missionsquare RetirementDec 2022 to Apr 2026
- Edward JonesAug 2020 to Nov 2022
- Playerprofiler.comAug 2019 to Dec 2019
- UnemployedJun 2019 to Jul 2020
- Clear Creek Skiing CorporationMar 2019 to May 2019
- Loveland Ski AreaFeb 2019 to May 2019
- Fifth Third BankMay 2017 to Feb 2019
- UnemployedFeb 2017 to Apr 2017
- College Hunks Hauling Junk and MovingJun 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7259933
- Firm CRD
- 106110