Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Kostka Wilks is an investment advisor representative with Innovest Portfolio Solutions LLC. Cheryl has been in the industry since 1985 and has a wide range of experience in the financial services industry. Cheryl has held various positions with several firms, including Charles Schwab & Co., Inc., Kemper Securities Group, Inc., and Boettcher & Company, Inc.. Cheryl has also been a registered principal and has passed various exams, including the Series 4, 7, 8, 63, and 65 exams. Cheryl holds a current registration in Colorado, and is also licensed in Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
01/01/2025 - Present
Innovest Portfolio Solutions LLC (DENVER CO)
TX
03/13/1992 - 06/04/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
09/04/1990 - 01/16/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
11/03/1987 - 09/04/1990
BOETTCHER & COMPANY, INC.
NA
09/30/1985 - 09/04/1990
BOETTCHER & COMPANY, INC.
NA
07/06/1987 - 11/09/1987
HANIFEN, IMHOFF INC.
IA
Issued 03/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/14/1986
Series 4 - Registered Options Principal Examination
BC
Issued 07/28/1988
Series 5 - Interest Rate Options Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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