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Troy Thomas Jensen

Innovest Portfolio Solutions LLC

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About Troy Thomas Jensen

Troy Jensen is a registered investment advisor representative with Innovest Portfolio Solutions LLC in Denver, Colorado. Troy has been in the industry since 2012. Troy specializes in investment advisory services for charitable organizations, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, corporations or other businesses, and individuals other than high-net-worth. Troy holds the Series 65 exam and is licensed in Colorado. Troy is affiliated with Innovest Portfolio Solutions LLC, which is a firm based in Denver, Colorado that provides a variety of investment advisory services to a wide range of clients.

Firm Information

Troy Jensen 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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Troy Jensen’s Registration & Firm History

CO

08/24/2020 - Present

Innovest Portfolio Solutions LLC (DENVER CO)

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Licenses & Designations

IA

Issued 08/22/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Thomas Jensen.
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