DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Richard Anthony Rodgers

Innovest Portfolio Solutions LLCno RAUMDenver, CoIA-onlyIAPD 1842302
Feed of 09/14/2026
At current firm
6 y
since Jul 1, 2020
In the industry
17 y
since Apr 15, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Principalreportedinnovestinc.comfirm site, Sep 17, 2026
Designations
AIFA, AIFreportedinnovestinc.comas printed on the bio page, Sep 17, 2026
founder other
“Rick joined Innovest in 2005 and was Co-Founder and CEO of InSight Employee Benefit Communications, a subsidiary of the firm.”reportedinnovestinc.comthe sentence on the bio page
Partner or owner
“Rick is a Principal and Consultant at Innovest Portfolio Solutions.”reportedinnovestinc.comthe sentence on the bio page
Investment committee
“Rick also serves on Innovest’s Investment Committee, which meets biweekly to review markets, evaluate investment managers, and make forward-looking recommendations—ensuring our guidance is timely, data-driven, and aligned with our fiduciary”reportedinnovestinc.comthe sentence on the bio page
Years, as the firm states
35reportedinnovestinc.com“With more than 35 years of experience working as a consultant and educator to public and private-sector retirement plans, Rick offers clients a rich perspective.”
Professional profile
innovestinc.com/rick-rodgersreportedinnovestinc.comfirm site, Sep 17, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
No RAUM reportedderived
Years in industry
17derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address