Zachary A. Knutson
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Allen Knutson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
October 18, 2018 - Present
INNOVATIVE WEALTH MANAGEMENT, LLC
Office #1: 960 6th Street Suite 1, Jesup, IA 50648August 10, 2017 - October 22, 2018
SIGNATOR INVESTORS, INC.
August 10, 2017 - October 22, 2018
SIGNATOR INVESTORS, INC.
September 19, 2013 - August 10, 2017
SII INVESTMENTS, INC.
September 19, 2013 - August 10, 2017
SII INVESTMENTS, INC.
October 16, 2012 - September 12, 2013
FSB PREMIER WEALTH MANAGEMENT, INC.
July 11, 2012 - September 12, 2013
FSB PREMIER WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2024)
(10/18/2018)
Exams
Current Firm
INNOVATIVE WEALTH MANAGEMENT, LLC
CRD#: 298656 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 653 |
| AUM (Assets Under Management) | $ 99,141,744 |
Red Flags
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