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Inna Rivilis

Inna Rivilis

SUNFLOWER FINANCIAL PLANNING | Vice President, Executive Planning Consultant
Windham, NH
Some features on this profile are disabled
CRD#: 5446775
Inna Rivilis

Professional summary

Inna Rivilis, CFP®, who also goes by Inna A. Novytska, Inna A. Rivilis, Inna Rivilis, is a registered financial advisor currently at SUNFLOWER FINANCIAL PLANNING, LLC located in Windham, New Hampshire.

Inna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Inna has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Biography

My mission is to help clients align their financial resources with what is most important to them in life. I have personally experienced the impact of effective planning that creates a framework to make better decisions to balance finances and life circumstances. I dedicate my work to enable others to navigate this process. I partner with clients to guide them through benefits optimization, provide context and clarity to investment decision making and help organize their financial lives.
top-8-questions

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Insurance Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Inna A. Novytska | Inna A. Rivilis | Inna Rivilis

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.
OAA#: 46467 | Org Name:Financial Planning Associaton of MA | Org Addr:Westborough, MA, US | Nature of Bus:Professional support and CEs for CFPs | Invst Rel:Y | Title:President-Elect 2020 President 2021 | Duties:manage Board meetings, membership growth and retention, programming, budget, and serve a liaison. | Start Dt:10/07/2016 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Inna Rivilis's 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®
CFP®

Certified Financial Planner

Start date: 2011

Education

Bentley University

Master of Applied Science - Financial Planning

2010

University of Wisconsin

Bachelor of Business Administration - Finance

2006

Experience

Current

March 4, 2024 - Present

SUNFLOWER FINANCIAL PLANNING, LLC

RIA
CRD#: 329654
Windham, NH
Past

July 30, 2021 - February 21, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MERRIMACK, NH
Past

April 27, 2021 - May 14, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MERRIMACK, NH
Past

September 7, 2017 - April 28, 2021

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

May 12, 2016 - February 21, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH
Past

July 10, 2012 - November 20, 2015

THE HARBOR GROUP, INC.

RIA
CRD#: 105637
BEDFORD, NH
Past

November 23, 2007 - October 15, 2010

CALIBRE ADVISORY SERVICES INC.

RIA
CRD#: 133333
WALTHAM, MA

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.

Highlighted states indicate IAR registrations

IAR
New Hampshire
(3/4/2024)
IAR
Texas
(12/2/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 6/30/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/14/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/12/2016
General Securities Representative Examination

Current Firm

SF
SUNFLOWER FINANCIAL PLANNING, LLC
SUNFLOWER FINANCIAL PLANNING, LLC

CRD#: 329654 / SEC#:

New Hampshire
Registered Investment Advisory firm - (3/1/2024 Approved)
Texas
Registered Investment Advisory firm - (11/18/2024 Conditional Restricted)
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Contact information

Main Address
Windham, NH
Mailing Address
Po Box 322, Windham, NH 03087
Phone number
(603) 722-0703
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

SUNFLOWER FINANCIAL PLANNING, LLC

Vice President, Executive Planning ConsultantCRD#: 329654Windham, NH

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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