Claire
Deline

Innovest Portfolio Solutions LLC

CRD#7368738
Investment Advisor
in Denver, CO

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About this Advisor

Claire Deline is a financial advisor based in Denver, Colorado with a total of 2 years of industry experience. Deline is an advisor for Innovest Portfolio Solutions LLC. Deline has gained experience at Student and Innovest Portfolio Solutions LLC. Deline holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Colorado. Innovest Portfolio Solutions LLC is a financial advisory firm headquartered in Denver, CO. The investment advisory business has offices in three locations and a total of 56 financial advisors. Among its clients, the business provides services to 79 charitable organizations. Innovest Portfolio Solutions LLC has a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on which services the firm provides the client. However, fees billed by Innovest Portfolio Solutions LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7979 E. Tufts Ave. Suite 1700
Denver, CO 80237

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Innovest Portfolio Solutions LLC Brokerage Details

Total Number of Employees

56

CO Average: 28

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Claire Deline Work History

Claire has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Innovest Portfolio Solutions LLC

2011 - 2019 (8 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Claire Deline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Innovest Portfolio Solutions LLC

Dustin Roberts
Denver, CO
Troy Jensen
Denver, CO
Sydney Aeschlimann
Denver, CO
Abigail Thomas
Denver, CO
Claire Deline
Denver, CO
Aidan Smith
Denver, CO
Brooks Urich
Denver, CO
Franklin Cornett
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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