Joseph Esserman
Investment adviser representative at Innovest Portfolio Solutions LLC
10 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
10 years in the industry.
- Innovest Portfolio Solutions LLCAug 2026 to now
- Fidelity InvestmentsJun 2023 to now
- ST. Dominic High SchoolAug 2022 to Jun 2023
- Country Club of ST. AlbansMay 2022 to Aug 2022
- ST. Joseph SchoolFeb 2022 to May 2022
- Holy Infant SchoolJan 2022 to Feb 2022
- Kenrick-glennon SeminaryAug 2020 to Dec 2021
- Catholic Cemeteries: Archdiocese of ST. LouisMay 2020 to Aug 2020
- Kenrick-glennon SeminaryAug 2018 to May 2020
- Office of Vocations: Archdiocese of ST. LouisMay 2018 to Aug 2018
- Kenrick-glennon SeminaryAug 2017 to May 2018
- Office of Vocations: Archdiocese of ST. LouisMay 2017 to Aug 2017
- ST. Louis UniversityAug 2016 to May 2019
- Kenrick-glennon SeminaryAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7774259
- Firm CRD
- 106110