John Brunkan
Innovative Financial · Lakewood, Colorado
John Brunkan is a fee-only financial advisor at Innovative Financial in Lakewood, Colorado. Innovative Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Innovative Financial |
|---|---|
| Based in | Lakewood, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $105.3M across 85 accounts |
| SEC registration | Investment adviser representative in CO · CRD 8359780 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.innovativefinancial.com |
How John's firm compares
- Innovative Financial's average account is about $1.2 million, from its Form ADV (assets managed divided by 85 accounts).
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Questions about John
Is John Brunkan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Innovative Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Innovative Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Brunkan based?
John Brunkan is based in Lakewood, Colorado.
Is John Brunkan registered with the SEC?
Yes. John Brunkan is registered as an investment adviser representative in CO (CRD 8359780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Innovative Financial manage?
Innovative Financial reports $105.3M across 85 accounts in assets under management.
How do I contact John Brunkan?
Through John's website, www.innovativefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lakewood
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
- 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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