Wendy
Dominguez
Innovest Portfolio Solutions LLC
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About this Advisor
Wendy Dominguez is a financial advisor based in Denver, Colorado who has 24 years of industry experience. Dominguez currently works for Innovest Portfolio Solutions LLC. They have spent the entirety of their employment at Innovest Portfolio Solutions Llc. Dominguez holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Colorado. Innovest Portfolio Solutions LLC is a company operating out of Denver, CO. It has offices in three locations and a total of 56 people on staff. Among its clients, the firm oversees money for 79 charities and foundations. Innovest Portfolio Solutions LLC provides a number 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 charged by financial advisors typically are based on the type of services provided. Fee types billed by Innovest Portfolio Solutions LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Innovest Portfolio Solutions LLC Brokerage Details
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56
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
Wendy Dominguez Work History
Wendy has been registered as a financial advisor for 24 years.*
Innovest Portfolio Solutions
*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 Wendy Dominguez 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
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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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