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The Innovative Group

Read SME Questionnaire

Founded: July 15th, 2019

Designations:

  • Series 65 – Financial planning and investment advisory services with a fiduciary standard offered for a fee
  • Life, Accident, and Health Insurance License – Life, Long-Term Care, and Disability Insurance planning services offered at no cost to the client, provided on a commission basis through a wide variety of carriers in the industry

License(s) and/or Registration(s):

  • Series 65 – SEC / FINRA
  • Life, Accident, and Health Insurance License – CA DOI

“Are you currently involved in a lawsuit with a client? If so, please describe the lawsuit in detail.”- No

“Have you been in a previous lawsuit with a client? If so please describe the lawsuit in detail.” – No

“Are you currently involved in a regulatory action with your regulatory agency? If so, please describe the lawsuit in detail.” – Yes – FINRA 6/63 regarding the nature of my termination from First Heartland (my former Broker/Dealer)

“Have you been in a previous regulatory action with your regulatory agency? If so please describe the lawsuit in detail.” – No

 

Describe your firm in your own words and the types of clients that you typically work with:
We help high net worth clients achieve their financial goals by providing superior planning services, access to unparalleled investment management services, and unique tax + estate planning analysis.

How are you compensated for your work? List your compensation methods out in detail:
Advisory Fees for financial planning and investment advice
Commissions for life, long-term care, disability insurance and fixed annuity products

What is the one standout detail about your firm that clients find with your firm that they have not found elsewhere?:
We separate ourselves from the competition based upon the degree to which we provide a truly comprehensive analysis and complete set of recommendations to our clients, leaving no stone untouched or unturned.

 

 

Ryan Bennett

Ryan began his career with a large communications company in 2004 where he was entrusted with managing multi-million dollar projects and leading large teams to deliver results impacting Wall Street. In 2013, he jumped headfirst into the financial industry.

Ryan is an Investment Advisor Representative. He holds FINRA Series 65 securities registrations with The Innovative RIA. He also holds a Life & Health Insurance License through the California Department of Insurance (CA Insurance Lic. #0I47162) and a non-resident Insurance License in fifteen other states.

He earned a Bachelor’s of Science in Computer Science and Engineering from UCLA in 2004 and has nearly completed (all but three classes) an MBA at California Lutheran University in Thousand Oaks, CA.

Ryan resides in Camarillo, California with his wife, Hilary, and their four children, Emmalyn, Zachary, Jaxon, and Knox. He enjoys golf, baseball, and singing!

Matt Evans

Matt Evans is a Managing Partner of The Innovative Group. The Innovative Group is a full service wealth management organization dedicated to unleashing the potential for ALL to thrive. At The Innovative Group, we have a strong commitment to our colleagues, clients, and communities. By offering an all-inclusive resource catering to every aspect of their financial lives, we enable them to navigate the complexities with confidence, backed by our innovative platform. Mr. Evans and his team of specialists help clients in the areas of cash flow, strategic tax planning, estate preservation, and investment positioning. Matt and his team work with their clients’ existing financial advisors to create a coordinated effort to optimize the clients’ full financial portfolio.