linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wendy Jo Dominguez

Innovest Portfolio Solutions LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wendy? Claim Your Profile

About Wendy Jo Dominguez

Wendy Dominguez is a financial advisor who is currently registered with Innovest Portfolio Solutions LLC in Denver, Colorado. Wendy has been in the industry since 1993 and has a variety of experience in the financial services industry. Wendy specializes in working with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, and state or municipal government entities. Wendy is also a registered investment advisor. Wendy's previous employers include BJR & ASSOCIATES, INC, DAIN BOSWORTH INCORPORATED, and RAUSCHER PIERCE REFSNES, INC.

Firm Information

Wendy Dominguez 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wendy Dominguez’s Registration & Firm History

CO

01/01/1999 - Present

Innovest Portfolio Solutions LLC (DENVER CO)

CO

07/02/1996 - 04/17/1997

BJR & ASSOCIATES, INC (COLORADO SPRINGS CO)

NA

01/03/1995 - 07/01/1996

DAIN BOSWORTH INCORPORATED

TX

12/08/1993 - 12/31/1994

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

Not sure if Wendy Jo Dominguez is right for you?

Licenses & Designations

IA

Issued 03/01/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wendy Jo Dominguez.
Not sure if Wendy Jo Dominguez is right for you?