George Pantlind
Professional summary
George Pantlind II, CFP®, who also goes by George Thomson Pantland, George Thomas Pantlind, George Thomson Pantlind, George Pantlind II, is a registered financial advisor currently at INNOVIA WEALTH, LLC located in Grand Rapids, Michigan.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. George has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Pantlind II's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
October 6, 2023 - Present
INNOVIA WEALTH, LLC
Office #1: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503June 30, 2006 - October 9, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 25, 2006 - October 9, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 17, 2006 - May 31, 2006
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
INNOVIA WEALTH, LLC
CRD#: 289913 / SEC#: 801-112177
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2023)
(11/22/2023)
(10/6/2023)
(10/6/2023)
(11/27/2023)
(1/18/2024)
(10/6/2023)
(10/6/2023)
(10/6/2023)
(10/6/2023)
(10/6/2023)
(10/6/2023)
(10/6/2023)
Exams
Current Firm
INNOVIA WEALTH, LLC
CRD#: 289913 / SEC#: 801-112177
Contact information
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,295 |
| AUM (Assets Under Management) | $ 2,430,721,931 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/12/2026 | ||
| 05/15/2025 |
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
INNOVIA WEALTH, LLC
CRD#: 289913Grand Rapids, MI 49503TRUST BUT VERIFY
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