Thomas
Vorenberg
Innovation Partners LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas Vorenberg is a chartered financial consultant who works out of Charlotte, North Carolina who has 3 years of relevant experience. Vorenberg is currently employed by Innovation Partners LLC. Over the course of their career, they have held roles at Massmutual Life Insurance Co, Mml Investors Services, Innovation Partners LLC, Vorenberg And Asociates, G&V Real Estate Management LLC and Ip Financial Advisory Services. Vorenberg holds a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in Arizona, Arkansas, California, Connecticut, Florida, Maryland, Michigan, Nevada, North Carolina, Pennsylvania and Texas. Innovation Partners LLC is a firm that has its headquarters in Charlotte, NC. It has offices in two locations and a total of 245 people on staff. It controls $14 million in total assets between its 14 client accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Innovation Partners LLC performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services are offered. However, fee types billed by Innovation Partners LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Innovation Partners LLC Brokerage Details
$13,736,437
245
14
$981,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Thomas Vorenberg Work History
Thomas has been registered as a financial advisor for 3 years.*
Ip Financial Advisory Services
Innovation Partners LLC
Vorenberg And Asociates
G&V Real Estate Management LLC
Massmutual Life Insurance Co
Mml Investors Services
*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 Thomas Vorenberg 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 Innovation Partners LLC
Charlotte, NC
Raleigh, NC
Charlotte, NC
Westport, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
