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WB

Wyck J. Brown

INNOVEST PORTFOLIO SOLUTIONS
Denver, CO 80237
Some features on this profile are disabled
CRD#: 5032501
WB

Professional summary

Wyck Joseph Brown, who also goes by Joseph Wyck Brown, is a registered financial advisor currently at INNOVEST PORTFOLIO SOLUTIONS LLC located in Denver, Colorado and CASTLE PLACEMENT, LLC located in Denver, Colorado.

Wyck is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Wyck has worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph Wyck Brown

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wyck Joseph Brown's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 19, 2026 - Present

INNOVEST PORTFOLIO SOLUTIONS LLC

Office #1: 7979 E. Tufts Ave. Suite 1700, Denver, CO 80237
RIA
CRD#: 106110
Denver, CO
Current

January 1, 2022 - Present

CASTLE PLACEMENT, LLC

Office #2: 527 Split Rock Rd Oyster Bay Cove, Syosset, NY 11791
BD
CRD#: 189511
Denver, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
INNOVEST PORTFOLIO SOLUTIONS LLC
CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA
Registered Investment Advisory firm - (3/19/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(2/19/2026)
IAR
Colorado
(2/19/2026)
RR
New York
(1/8/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 1/8/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/9/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/29/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/10/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IP
INNOVEST PORTFOLIO SOLUTIONS LLC
CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA
Registered Investment Advisory firm - (3/19/1996 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7979 E. Tufts Ave. Suite 1700, Denver, CO 80237
Mailing Address
Phone number
(303) 694-1900
Established
Firm type
Fiscal year end
# of Employees
61

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INNOVEST PORTFOLIO SOLUTIONS LLC REVISED 2026 (3/6/2026)

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/31/2025
Cover Page
Report
03/19/2024
Cover Page
Report
04/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INNOVEST PORTFOLIO SOLUTIONS LLC

CRD#: 106110Denver, CO 80237

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