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Richard Anthony Rodgers

Innovest Portfolio Solutions LLC

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About Richard Anthony Rodgers

Richard Anthony Rodgers is a financial advisor based in Denver, Colorado. Richard is currently registered with Innovest Portfolio Solutions LLC, a firm that specializes in portfolio management for individuals, businesses, and investment companies. Richard has been in the industry for over 30 years, having previously held positions at Aragon Financial Services, Inc., Nationwide Investment Services Corporation, Security First Financial, Inc., and Aetna Life Insurance and Annuity Company. Richard is also a registered investment advisor, and holds a Series 65 license and a Series 6 license.

Firm Information

Richard Rodgers 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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Richard Rodgers’s Registration & Firm History

CO

03/28/2024 - Present

Innovest Portfolio Solutions LLC (DENVER CO)

CA

07/14/1994 - 03/19/1999

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

OH

08/08/1991 - 01/07/1998

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

CA

06/23/1988 - 02/12/1993

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

CT

12/07/1989 - 04/23/1991

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

IA

Issued 04/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Anthony Rodgers.
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