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RIA / WealthAdvisor29 years in industry

AMY SUSAN HANOPHY

Advisor at INNOVEST PORTFOLIO SOLUTIONS LLC

DENVER, CO

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Search this name across graphsid dfx:ria:7d634da6-943d-dba3-d2d6-a9232f5b7fec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Jan 1, 1999 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: Dec 6, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 11
Current registrations: 1
Registered states: 1
Exams: S66|S63|S65
First exam: Dec 6, 1996
First registration: Jan 1, 1999
Dual registered: no
Other names: AMY SUSAN JACKSON
IAPD individual key: 2809916

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	Feb 22, 2026	n/a	yes	DENVER, CO	Current employment
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Jan 6, 2021	May 17, 2024	no	ALISO VIEJO, CA\|Glendale, CO\|Denver, CO	Previous registration
BOK FINANCIAL ASSET MANAGEMENT, INC.	Former SEC adviser	Mar 29, 2019	Jan 4, 2021	no	Denver, CO	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 20, 2017	Apr 1, 2019	no	PHOENIX, AZ\|AUSTIN, TX	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 20, 2016	Jul 26, 2017	no	PHOENIX, AZ	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Aug 8, 2014	Sep 22, 2016	no	DENVER, CO\|Denver, CO\|PHOENIX, AZ	Previous registration
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Nov 23, 2010	Apr 1, 2019	no	ALISO VIEJO, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Aug 19, 2010	Aug 8, 2014	no	SAN RAFAEL, CA\|DENVER, CO	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jan 13, 2009	Mar 31, 2010	no	DENVER, CO\|DENVER, CO	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	May 31, 2007	Nov 12, 2008	no	DENVER, CO	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Aug 24, 2005	Mar 26, 2007	no	DENVER, CO\|DENVER, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 1, 1999	Dec 31, 2002	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
WEALTHSPIRE RETIREMENT ADVISORY	INNOVEST PORTFOLIO SOLUTIONS LLC	May 17, 2024	Feb 22, 2026	646	Firm change after gap	Other
BOK FINANCIAL ASSET MANAGEMENT, INC.	WEALTHSPIRE RETIREMENT ADVISORY	Jan 4, 2021	Jan 6, 2021	2	Firm change	Other
WEALTHSPIRE RETIREMENT ADVISORY	NFP ADVISOR SERVICES, LLC	Apr 1, 2019	Aug 8, 2014	-1,697	Firm change after gap	Other
KESTRA ADVISORY SERVICES, LLC	BOK FINANCIAL ASSET MANAGEMENT, INC.	Apr 1, 2019	Mar 29, 2019	-3	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 20, 2016	-155	Bulk transfer	Other
FINANCIAL TELESIS, INC.	WEALTHSPIRE RETIREMENT ADVISORY	Aug 8, 2014	Nov 23, 2010	-1,354	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	FINANCIAL TELESIS, INC.	Mar 31, 2010	Aug 19, 2010	141	Firm change	Other
ADVICE AND PLANNING SERVICES	PRINCIPAL SECURITIES, INC.	Nov 12, 2008	Jan 13, 2009	62	Firm change	Other
PRINCIPAL SECURITIES, INC.	ADVICE AND PLANNING SERVICES	Mar 26, 2007	May 31, 2007	66	Firm change	Other
CHARLES SCHWAB & CO., INC.	PRINCIPAL SECURITIES, INC.	Dec 31, 2002	Aug 24, 2005	967	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106507:121254:CO:2021-01-04	Jan 4, 2021	Jan 6, 2021	DENVER, CO	Firm change

Relationships

Registered with (9)

→ INNOVEST PORTFOLIO SOLUTIONS LLCRegistered adviserregistration: current employment
Feb 22, 2026 to presentfactForm ADV
→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: previous registration
Jan 6, 2021 to May 17, 2024factForm ADV
→ BOK FINANCIAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 29, 2019 to Jan 4, 2021factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Dec 20, 2017 to Apr 1, 2019factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Aug 8, 2014 to Sep 22, 2016factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Aug 19, 2010 to Aug 8, 2014factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jan 13, 2009 to Mar 31, 2010factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
May 31, 2007 to Nov 12, 2008factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 1, 1999 to Dec 31, 2002factForm ADV

Dated events

Occurred
May 17, 2024
Advisor changed firm
Amy Susan Hanophy left Wealthspire Retirement Advisory for Innovest Portfolio Solutions Llc (registered 2026-02-22)
Form ADVobserved 4 days ago