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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

CHRISTIAN STRAUSS O'DWYER

Advisor at INNOVEST PORTFOLIO SOLUTIONS LLC

DENVER, CO

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Search this name across graphsid dfx:ria:4bafc273-3fa1-6de7-2e78-7cd857cb2ed1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 4, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INNOVEST PORTFOLIO SOLUTIONS LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 5
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Aug 7, 2015
First registration: Dec 4, 2015
Dual registered: no
Other names: CHRISTIAN S ODWYER|CHRISTIAN STRAUSS ODWYER|CHRISTIAN STRAUSS O'DWYER
IAPD individual key: 5344417

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INNOVEST PORTFOLIO SOLUTIONS LLC	No RAUM reported	Dec 15, 2023	n/a	yes	DENVER, CO	Current employment
BOK FINANCIAL PRIVATE WEALTH, INC.	Independent wealth	Apr 19, 2022	Aug 31, 2023	no	DENVER, CO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 24, 2019	Apr 12, 2022	no	DENVER, CO\|Lincoln, NE	Previous registration
INNOVEST PORTFOLIO SOLUTIONS LLC	No RAUM reported	Dec 4, 2015	Oct 11, 2019	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOK FINANCIAL PRIVATE WEALTH, INC.	INNOVEST PORTFOLIO SOLUTIONS LLC	Aug 31, 2023	Dec 15, 2023	106	Firm change	Other
UBS FINANCIAL SERVICES INC.	BOK FINANCIAL PRIVATE WEALTH, INC.	Apr 12, 2022	Apr 19, 2022	7	Firm change	Wirehouse to RIA
INNOVEST PORTFOLIO SOLUTIONS LLC	UBS FINANCIAL SERVICES INC.	Oct 11, 2019	Oct 24, 2019	13	Firm change	Other

Relationships

Registered with (3)

→ INNOVEST PORTFOLIO SOLUTIONS LLCRegistered adviserregistration: previous registration
Dec 4, 2015 to Oct 11, 2019factForm ADV
→ BOK FINANCIAL PRIVATE WEALTH, INC.Registered adviserregistration: previous registration
Apr 19, 2022 to Aug 31, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 24, 2019 to Apr 12, 2022factForm ADV

Dated events

Occurred
Aug 31, 2023
Advisor changed firm
Christian Strauss O'Dwyer left Bok Financial Private Wealth, Inc. for Innovest Portfolio Solutions Llc (registered 2023-12-15)
Form ADVobserved 4 days ago
Occurred
Apr 12, 2022
Advisor changed firm
Christian Strauss O'Dwyer left Ubs Financial Services Inc. for Bok Financial Private Wealth, Inc. (registered 2022-04-19)
Form ADVobserved 4 days ago