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Gordon Kennedy Tewell

Innovest Portfolio Solutions LLC

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About Gordon Kennedy Tewell

Gordon Kennedy Tewell is a registered Investment Advisor Representative with Innovest Portfolio Solutions LLC. Gordon has been in the industry since 1987. Gordon Tewell is a Chartered Financial Analyst and has been with Innovest Portfolio Solutions LLC since January 2008. Gordon is registered in Colorado and has previously been registered in New York. Gordon has experience with various financial products and services including portfolio management for individuals and businesses.

Firm Information

Gordon Tewell is currently registered with Innovest Portfolio Solutions LLC. Innovest Portfolio Solutions LLC is an investment advisor located in DENVER, CO, United States. The firm provides investment advisory services to individuals, corporations, charitable organizations, pension plans, state or municipal government entities, and other investment advisors. Innovest Portfolio Solutions LLC has 21 investment advisor representatives and 37 investment advisory functions. The firm is registered with the SEC.
Innovest Portfolio Solutions LLC

7979 E. TUFTS AVE.

DENVER, CO 80237

Not reported

Assets Under Management

420

Total Clients

22

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gordon Tewell’s Registration & Firm History

CO

11/21/2011 - Present

Innovest Portfolio Solutions LLC (DENVER CO)

NY

07/20/2001 - 03/11/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

04/26/1996 - 09/07/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

08/20/1987 - 04/19/1988

EQUICO SECURITIES, INC.

NA

08/20/1987 - 04/13/1988

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

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Licenses & Designations

BC

Issued 05/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 04/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gordon Kennedy Tewell.
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