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RIA / WealthAdvisorCertified Financial Planner13 years in industry

ZACHARY ALLEN KNUTSON

Advisor at INNOVATIVE WEALTH MANAGEMENT, LLC

JESUP, IA

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Search this name across graphsid dfx:ria:b3d8110b-e393-a66f-83f8-bcdc1adead00

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 16, 2012 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: INNOVATIVE WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 15, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 15, 2012
First registration: Oct 16, 2012
Dual registered: no
Other names: ZAK KNUTSON
IAPD individual key: 5736111

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
INNOVATIVE WEALTH MANAGEMENT, LLC	State registered	Oct 18, 2018	n/a	yes	JESUP, IA	Current employment
SIGNATOR INVESTORS, INC.	Former SEC adviser	Aug 10, 2017	Oct 22, 2018	no	JESUP, IA\|Waterloo, IA\|ROCHESTER, MN	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Sep 19, 2013	Aug 10, 2017	no	WATERLOO, IA	Previous registration
FSB PREMIER WEALTH MANAGEMENT, INC.	Independent wealth	Oct 16, 2012	Sep 12, 2013	no	WATERLOO, IA\|WATERLOO, IA	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
SIGNATOR INVESTORS, INC.	INNOVATIVE WEALTH MANAGEMENT, LLC	Oct 22, 2018	Oct 18, 2018	-4	Firm change	Ibd to state RIA
SII INVESTMENTS, INC.	SIGNATOR INVESTORS, INC.	Aug 10, 2017	Aug 10, 2017	0	Firm change	Other
FSB PREMIER WEALTH MANAGEMENT, INC.	SII INVESTMENTS, INC.	Sep 12, 2013	Sep 19, 2013	7	Firm change	Other

Relationships

Registered with (4)

→ INNOVATIVE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 18, 2018 to presentfactForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Aug 10, 2017 to Oct 22, 2018factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Sep 19, 2013 to Aug 10, 2017factForm ADV
→ FSB PREMIER WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 16, 2012 to Sep 12, 2013factForm ADV

Dated events

No dated event names this entity yet.