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Micah Kinde

Investment adviser representative at Innovia Wealth, LLC
13 yearsYears since first job or exam
1 stateRegistered in
CFP® certificationDesignation
$3.3B

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Innovia Wealth, LLCSep 2023 to now
  2. Acrisure, LLCJul 2022 to Sep 2023
  3. S.A. Mason LLCMay 2022 to Jul 2022
  4. Boyce CollegeNov 2021 to May 2022
  5. MozzapiAug 2021 to Nov 2021
  6. Plant 1 Landscape SupplyMay 2021 to Aug 2021
  7. Southern SeminaryFeb 2021 to May 2021
  8. UpsMay 2020 to May 2021
  9. Southern SeminaryAug 2019 to Apr 2020
  10. Grace Bible ChurchApr 2016 to Aug 2019
  11. Libertas ChristianOct 2013 to Aug 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (MI).

Innovia Wealth, LLC

Legal name: Strategies Wealth Advisors, LLC

$3.3B
804Clients
17Advisers
8 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

7826138
289913
Advisor's SEC record (opens in a new tab)
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