Ivanna Sofia Velazco
Investment adviser representative at Driven Investments LLC
11 yearsExperience
1 stateRegistered in
$239.2MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Driven Investments LLCMay 2025 to now
- Skyridge High School / Utah Valley UniversityFeb 2015 to now
- SerenityFeb 2025 to May 2025
- Waffle LoveFeb 2021 to Feb 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Driven Investments LLC
$239.2MAssets managed
1,192Clients
9Advisers
4 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
- 8124383
- Firm CRD
- 310095