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Troy Financial Advisors
Innovative Financial Incorporated
1623 West Big Beaver Rd.
Troy, MI 48084
(248) 649-4500
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Advisor Profile
Name:  Christian Benard
Phone Number:  (248) 649-4500
Website:  Visit Website
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Disclaimer
This communication is strictly intended for individuals residing in the States of: AZ, CA, FL, IN, MD, MI, NY, OH, PA, UT, WA No offers may be made or accepted from an resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and Advisory Services Offered Through Commonwealth Financial Network, Member FINRA (www.finra.org)/SIPC (www.sipc.org), a Regisered Investment Adviser. Fixed insurance products and services offered by Innovative Financial Inc. are separate and unrelated to Commonwealth.

Business Description

Innovative Financial Incorporated was establish to help investors feel comfortable seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner while offering full service investment management emphasizing retirement and financial planning.

The Client initialization process starts with a discovery meeting where I get to know your interests, needs and concerns. We also discuss your current financial standing. This information is used to determine if our firm will be able to meet your needs. It is my personal responsibility to assist clients in achieving the maximum income growth consistent with their safety and risk considerations.

As you may know, receiving assistance from a financial professional involves the process of formulating, implementing and monitoring the appropriate plan as individuals and families transition through the ups and downs of everyday life. Innovative Financial Incorporated ensures that every aspect of our service is handled with the highest level of professionalism, competence, and integrity. Our team offers the diligence needed to execute every detail of our advising process effectively and efficiently.

Our target clients are those people seeking a strong management philosophy to their needs and goals. It is our responsibility to accommodate these desires as we help shape their financial future.
 

General Information

Gender:    Male
CRD#:    4472464
Name of Broker/Dealer:    Commonwealth Financial Network
States Licensed in:    Michigan LAH
States Willing to do Business in:    AZ, CA, FL, IN, MD, MI, NY, OH, UT, WA
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    6
Work Experience:    C. Kellian International
Owner and Partner, 1996 - 2006

Innovative Financial Incorporated
Founder, Owner and Senior Partner
2006 ? Present

Serving clients in the industry since 1996, I started my career in a larger financial planning firm but remained independent. Innovative Financial Incorporated was created to provide access to professional wealth management and financial planning services in a more centralized location.
I work with the following types of clients:    Investment Clubs, Businesses, Individual Investors
 

Education

Academic Background
 
Walsh College of Accountancy and Business Administration

Bachelor of Business Administration - 1996
Concentration in Finance

Attended Walsh College on an academic scholarship and graduated with honors.
 

Services

Investment Types:    Bonds, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Securities Licenses:    Series 24, Series 7, Series 66
Insurance and Annuity Licenses:    Disability, Variable Life, Long Term Care, Variable Annuity, Accident, Life, Health, Annuity
Non-Financial Organization Memberships:    Troy Chamber of Commerce
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
Firm's Number of Clients:    300
Firm's Number of Managed Clients:    300
Advisor's Number of Clients:    300
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000.00
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    01.00%
Hourly Rate:    $175.00
Flat Fee Rate:    $3,500.00
 
 
 
Prepared By: Christian Benard