Member Privileges

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While keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.

At Innovative Financial Management, we truly value our clients and continuously strive to provide exceptional Customer Service. We have designed our Member Privileges program to ensure that our clients are receiving the highest level of customer service.

Platinum Member Privileges:

  • Exclusive! Platinum Only Appreciation Event
  • Annual Client Appreciation Event
  • Quarterly Investment Portfolio Review
  • Referral Bonus Program
  • Email Updates

 

Gold Member Privileges:

  • Annual Client Appreciation Event
  • Semi-Annual Investment Portfolio Review
  • Referral Bonus Program
  • Email Updates

 

Silver Member Privileges:

  • Annual Investment Portfolio Review
  • Referral Bonus Program
  • Email Updates

Our Capabilities

Click here to view a brochure on our capabilities.

3535 American Drive, Colorado Springs, CO 80917
Phone: (719) 578-5400, Email: steve.spanton@lpl.com


LPL Financial Form CRS

Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA / SIPC
All Rights Reserved.

The LPL registered representatives with Innovative Financial Management may only discuss securities or transact business with persons who are residents of AZ, CA, CO, FL, HI, ID, IL, IA, NE, NV, NJ, NM, NY, NC, OH, OK, OR, TX, VA, WA and WI.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.