Ivanna Velazco
Driven Investments · Lehi, Utah
Ivanna Velazco is a fee-only financial advisor at Driven Investments in Lehi, Utah. Ivanna focuses on retirement planning. Driven Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Driven Investments |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $239.2M across 1,978 accounts |
| SEC registration | Investment adviser representative in UT · CRD 8124383 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thedriveninvestments.com |
How Ivanna's firm compares
- Driven Investments's average account is about $121,000, from its Form ADV (assets managed divided by 1,978 accounts).
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Questions about Ivanna
Is Ivanna Velazco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ivanna holds no broker registration, and Driven Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ivanna charge for financial advice?
Ivanna's firm, Driven Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ivanna Velazco based?
Ivanna Velazco is based in Lehi, Utah.
What does Ivanna specialize in?
Ivanna's specialties include retirement planning.
Is Ivanna Velazco registered with the SEC?
Yes. Ivanna Velazco is registered as an investment adviser representative in UT (CRD 8124383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Driven Investments manage?
Driven Investments reports $239.2M across 1,978 accounts in assets under management.
How do I contact Ivanna Velazco?
Through Ivanna's website, www.thedriveninvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Driven Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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