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Xin Weng

Innovation Partners LLC

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About Xin Weng

Xin Weng is a financial advisor with Innovation Partners LLC in Charlotte, NC. Xin has been in the industry since February 2022, focusing on financial planning and consulting services to qualified retirement plans. Previously, Xin worked with BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. in Frisco, TX and TRANSAMERICA FINANCIAL ADVISORS, INC in Plano, TX. Xin holds a Series 63, Series 65, Series 6TO, and SIE licenses and is registered in Missouri and Texas.

Firm Information

Xin Weng is currently registered with Innovation Partners LLC. Innovation Partners LLC, formed in 2007, is a Limited Liability Company based in Charlotte, NC. The firm provides consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for businesses and individuals. They also offer selection of other advisers. Innovation Partners LLC is registered with the SEC and all 50 states.
Innovation Partners LLC

5950 FAIRVIEW ROAD

CHARLOTTE, NC 28210

Not reported

Assets Under Management

Not reported

Total Clients

140

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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consulting services to qualified retirement plans

Consulting services to qualified retirement plans

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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other

Recurring fee

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Xin Weng’s Registration & Firm History

NC

08/16/2024 - Present

Innovation Partners LLC (CHARLOTTE NC)

TX

05/08/2023 - 08/16/2024

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Frisco TX)

TX

02/18/2022 - 05/11/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)

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Licenses & Designations

IA

Issued 03/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xin Weng.
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