Innovative Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$87,728,233
Clients
298
Advisors
2
of 2 employees
About
Innovative Wealth Management, LLC provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and small businesses. The firm offers discretionary portfolio management, standalone financial planning, and access to third‑party money managers, and it advises primarily on ETFs, mutual funds, and individual equities.
The firm typically tailors portfolios to client objectives and grants discretionary authority for day‑to‑day trading while retaining responsibility for setting objectives and selecting model portfolios or third‑party strategists. Innovative Wealth uses the AssetMark Advisory Platform and vetted model portfolios or sub‑advisors for implementation, relying on those third parties for discretionary management and research while maintaining ongoing monitoring and client reviews.
Compared with many peers, Innovative Wealth is affiliated with two accounting entities (Innovative Tax Services, LLC and Innovative Consultants, LLC), creating a routine referral channel for tax and accounting services alongside investment advice. Its advisory personnel are also licensed insurance agents and may earn commissions for selling insurance products, and the firm’s recent sub‑advisory relationship with AssetMark (including potential “growth support” arrangements) are disclosed potential conflicts of interest that clients should consider.
Client services
Expertise
Fee options
0% to 2.5% annually, negotiable based on asset size, service complexity, and administration level
Commission-based compensation from insurance product sales by licensed insurance agents affiliated with the firm
$200.00 per hour, negotiable, for financial planning and consulting services
Fee-only: Hourly fee of $200.00 for financial planning services, negotiable based on scope and complexity
Main office
960 6th Street, Suite 1
Jesup IA 50648
Advisors at this office
2
Most active in
Illinois · Iowa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Zachary K
CFP®, Series 66
Jesup, IA
Innovative Wealth Management, LLC
Zachary Knutson is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Innovative Wealth Management, LLC since 2017 and previously worked at SII Investments. Outside of his advisory role, he serves on the Board of Directors for Heartland Technology and is involved in tax planning and preparation through his ownership of Innovative Tax Services, LLC. Innovative Wealth Management, LLC provides investment advisory and financial planning services primarily to individuals, charitable organizations, and small businesses. The firm offers discretionary portfolio management and standalone financial planning, using third-party money managers and model portfolios to implement tailored investment strategies.
Kimberly H
Series 65
Jesup, IA
Innovative Wealth Management, LLC
Kimberly Hoffmann is a financial advisor at Innovative Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Monat Wealth Management. Hoffmann is also the owner of Innovative Tax Services LLC and Innovative Consultants, LLC, which provide tax preparation and marketing guidance services. Innovative Wealth Management, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and small businesses. The firm provides discretionary portfolio management and access to third-party money managers, focusing on ETFs, mutual funds, and individual equities.
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