What are the opening hours?

Monday 7:30am - 4pm Tuesday 7:30am - 4pm Wednesday 7:30am - 4pm Thursday 7:30am - 4pm Friday 7:30am - 4pm

Innovative Wealth Management, LLC

Home
United States
Jesup, IA
Innovative Wealth Management, LLC

A firm created to make lives easier... Give us a call today and find out how we do things differently Give us a call or stop in to see what makes us different.

At Innovative Wealth Management, LLC, our goal is to make our clients feel like family. We work with clients to identify where they are versus where they would like to be in the future. Taking into consideration all the components of wealth management; investments, financial planning, tax planning and estate planning. We evaluate our clients’ life needs and financial goals and execute strategies t

o achieve their specific goals: whether it is to grow and protect their wealth, or to seek strategies to transfer wealth to their family. See you soon.

08/10/2026

💡🎉 9 Years. 9 Fun Facts. 💡🎉

🎂 We've celebrated 9 birthdays together.

☕ Our coffee consumption is… impressive.

🌦️ We talk about the weather more than we’d like to admit.

🎶 Our office playlist hits just about every genre of music.

🖨️ The printer has tested our patience more than once.

❤️ We love supporting our community whenever we can.

🥳 We celebrate every milestone - big or small. We’re your biggest fans!

💡 Our lightbulb isn’t just our logo - it’s a reminder to always think differently.

🤝 We truly enjoy what we do (and we have a lot of fun doing it!).

Thank you to our clients, friends, and community for being such an important part of our journey.

Happy Birthday, Innovative Wealth! 🎉

08/07/2026

💍✨ Exciting news! ✨💍

Cameron is MARRIED!

Our team is wishing you both a lifetime filled with love, laughter, happiness, and plenty of wonderful memories along the way. Congratulations, Mr. & Mrs. Ridder!

We’re so happy for you both!

07/23/2026

What a day for RAGBRAI! ☀️🚲

07/17/2026

This party animal has a birthday today! 🥳

Today, we are celebrating Ben Becker! We are thankful for him and the wealth of knowledge he brings to our team every single day. 💡📖

If you see Ben around today, make sure to wish him a very Happy Birthday! 🎉🎈

07/16/2026

Last week, our crew had so much fun helping out at Jesup Farmers Day!

Thank you to everyone who made it such a success. See you next year!🎡

07/03/2026

Happy 4th of July from Team Innovative! 🇺🇸✨

However you're celebrating this holiday weekend, we hope your days are filled with good company, great memories, and a sky full of fireworks.

In observance of the holiday, our office is closed today, July 3rd.

Wishing you a safe, fun, and happy holiday!

06/21/2026

Happy Father’s Day from Team Innovative to all the awesome dads out there!

Enjoy your day!

06/18/2026

🎉 New Employee Alert! 🎉

Please join us in welcoming Karen Franzen to the Tax Team!

Karen will be one of the first people you'll connect with when visiting or calling our Tax office, helping clients with scheduling, all things communication, and day-to-day office support. Her positive attitude, organizational skills, and dedication to helping others make her a wonderful addition to our team.

Be sure to say hello and help us give Karen a warm welcome! 👋

06/17/2026

📰 BREAKING NEWS 📰

One of our Innovative koozies made an appearance at the FIFA World Cup last night!

We love seeing where our clients, friends, and team members take a little piece of Innovative around the world.

Where should our koozie travel next? 🌎👇

06/03/2026

🚨 BIG NEWS! 🚨

Please join us in welcoming Noah Pettinger to the Innovative team! 👋

Noah recently graduated from University of Northern Iowa with a degree in Business Administration and Finance and is joining our Wealth Division. He brings a strong foundation of knowledge, a fresh perspective, and an enthusiasm for serving clients and our community.

We are excited to have Noah as part of the Innovative family and look forward to the contributions he'll make as he begins his career with our team.

Be sure to stop by and introduce yourself the next time you're in the office - we know you'll enjoy getting to know him as much as we have!

Address

960 6th Street Suite #1 PO Box 676
Jesup, IA
50648

Opening Hours

Monday	7:30am - 4pm
Tuesday	7:30am - 4pm
Wednesday	7:30am - 4pm
Thursday	7:30am - 4pm
Friday	7:30am - 4pm

Website

http://www.myinnovativewealth.com/

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