Welcome to Innovation Partners, LLC

A FINRA Member

SiPC
Welcome to Innovation Partners, LLC
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firm on FINRA's BrokerCheck

Innovation Partners, LLC (IPL), is a diversified financial services and consulting firm. It is a state registered Broker Dealer and is registered with FINRA and SIPC. The firm is registered with the SEC as an Investment Advisory firm.

Our firm provides high value risk management, actuarial analysis, benefits consulting, investment banking, financial consulting, management consulting, insurance consulting, and investment advisory services to clients throughout America. We consult to a large number of local and multinational clients such as insurance companies, re-insurers, banks, fund managers, broker dealers, regulatory bodies, government entities and retail organizations.

Our multi-disciplined approach to financial and management consulting permits us to serve our clients in a broader and more complete fashion than is possible by any traditional firm.

Our team is composed of actuaries, investment professionals, attorneys and other experts – all of whom have years of experience in the financial services and other industries. Our principals and key thought leaders have over 200 years of combined financial and corporate experience in the services described in this solicitation.

With offices on both the East and West coasts, Innovation Partners is well positioned to quickly address the needs of our clients.

Financial Solutions

Financial Solutions

IPL offers a wide array of investment, private placement insurance, and retirement solutions to our clients.

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Consulting Services

The IP view is that there is a strong financial component to any development or strategic initiative; our consultants therefore have substantial experience in a number of areas.

News
 
Power of Attorney and Your Investments: 10 Tips from FINRA

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Are Your Investments Ready for the New Year? FINRA Offers 6 Tips for 2016

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FINRA Releases Report on its Securities Helpline for Seniors

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FINRA, SEC Issue Investor Alert: 10 Questions Investors Should Ask About Securities-Backed Lines of Credit

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Events
 

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