Zachary A. Knutson

INNOVATIVE WEALTH MANAGEMENT

Jesup, IA 50648

Some features on this profile are disabled

CRD#: 5736111

Professional summary

Zachary Allen Knutson, CFP®, who also goes by Zak Knutson, is a registered financial advisor currently at INNOVATIVE WEALTH MANAGEMENT, LLC located in Jesup, Iowa.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Zachary has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zak Knutson

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.

Rental property owner, MZK Rentals, LLC 1024 2nd Street Jesup, IA 50648, start 8/1/16, approx 2 hrs mo, 0 hrs trading............ Board of Directors Member, Heartland Technology 541 Young Street Jesup, IA 50648, Board Secretary/Treasurer, start 4/1/15, approx 4 hrs mo, 0 hrs trading....... Tax Preparation: Innovative Tax Services, LLC 960 6th Street Suite 1 Jesup, IA 50648, owner / director - Marketing and guidance, Tax planning/preparation, bookkeeping, payroll services , 7/1/2018, approx 20 hrs mo, 0 trading hrs. Public Accounting Firm: Innovative Consultants, LLC 960 6th Street Suite 1 Jesup, IA 50648, owner / director - Marketing and guidance, 7/1/2018, approx 1 hrs mo, 0 trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Allen Knutson'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: 2016

Experience

Current

October 18, 2018 - Present

INNOVATIVE WEALTH MANAGEMENT, LLC

Office #1: 960 6th Street Suite 1, Jesup, IA 50648

RIA

CRD#: 298656

Jesup, IA

Past

August 10, 2017 - October 22, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

JESUP, IA

Past

August 10, 2017 - October 22, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

JESUP, IA

Past

September 19, 2013 - August 10, 2017

SII INVESTMENTS, INC.

RIA

CRD#: 2225

WATERLOO, IA

Past

September 19, 2013 - August 10, 2017

SII INVESTMENTS, INC.

CRD#: 2225

WATERLOO, IA

Past

October 16, 2012 - September 12, 2013

FSB PREMIER WEALTH MANAGEMENT, INC.

RIA

CRD#: 15898

WATERLOO, IA

Past

July 11, 2012 - September 12, 2013

FSB PREMIER WEALTH MANAGEMENT, INC.

CRD#: 15898

WATERLOO, IA

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

Illinois
(4/10/2024)

IAR

Iowa
(10/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/15/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/2012

General Securities Representative Examination

Current Firm

INNOVATIVE WEALTH MANAGEMENT, LLC

CRD#: 298656 / SEC#:

Illinois

Registered Investment Advisory firm - (4/10/2024 Approved)

Iowa

Registered Investment Advisory firm - (10/15/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

960 6th Street Suite 1, Jesup, IA 50648

Mailing Address

P.o. Box 676, Jesup, IA 50648

Phone number

(319) 449-6900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 82,580,349

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.

Similar Advisors

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Julie Danapilis

THRIVENT INVESTMENT MANAGEMENT INC.

MINNEAPOLIS, MN

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary A. Knutson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Allen Knutson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVATIVE WEALTH MANAGEMENT, LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

FSB PREMIER WEALTH MANAGEMENT, INC.

FSB PREMIER WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2012

SIE

Date: 10/1/2018

Series 7

Date: 7/10/2012

Current Firm

INNOVATIVE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INNOVATIVE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors