Innovative Financial Solutions, LLC Employee Directory

InsuranceMissouri, United States2-10 Employees

Innovative Financial Solutions, LLC is a small insurance-focused firm based in Cape Girardeau, Missouri. The company emphasizes helping clients plan for the future and protect it, offering services that span college funding for grandchildren, retirement planning, and Medicare supplement coverage to support a secure and comfortable aging process. Its target market appears to be individuals seeking concrete financial protection and long-term planning, with a focus on aligning protection with future goals. Positioned within the insurance sector, the firm concentrates on comprehensive, person-centered solutions rather than broader financial advisory branding, reflecting a localized, intimate service model. The organization presents itself as a dedicated partner for families and retirees in the Missouri region, operating with a compact team structure. A recent development noted is its continued service expansion within its core coverage areas, maintaining its emphasis on planning and protection activities for clients' futures.

Find Innovative Financial Solutions, LLC employees' phone numbers or email addresses

Innovative Financial Solutions, LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Innovative Financial Solutions, LLC's Leadership

  • Stylized image of a person
    D. A.
    Chief Operations Officer
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  • Stylized image of a person
    C. J.
    President
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  • Stylized image of a person
    B. A.
    Financial Advisor And Owner
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    T. R.
    Owner
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  • Stylized image of a person
    J. L.
    Chartered Retirement Plans Specialist (crps)®
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  • Stylized image of a person
    J. T. L. C.
    Chartered Retirement Planning Counselor (crpc)
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Innovative Financial Solutions, LLC Employee Metrics

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50%
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2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Innovative Financial Solutions, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. A.
    Financial Advisor And Owner
    Phone icon
    United StatesMissouri
    Jun 03, 2026
  • Stylized image of a person
    D. A.
    Chief Operations Officer
    Phone icon
    United StatesMissouri
    May 30, 2026
  • Stylized image of a person
    T. R.
    Owner
    Phone icon
    Mar 24, 2026
  • Stylized image of a person
    C. J.
    President
    Phone icon
    United StatesMississippi
    Jun 01, 2026
  • Stylized image of a person
    J. L.
    Chartered Retirement Plans Specialist (crps)®
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. T. L. C.
    Chartered Retirement Planning Counselor (crpc)
    Phone icon
    Jun 26, 2025

Frequently Asked Questions

What is Innovative Financial Solutions, LLC known for?

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Innovative Financial Solutions, LLC was founded in 2007 operates in the Insurance industry. The company's main headquarters is located in Cape Girardeau, Missouri United States; you can contact the main corporate office by phone at . Explore Innovative Financial Solutions, LLC's company overview page for more information.

What is Innovative Financial Solutions, LLC's most common email format?

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Innovative Financial Solutions, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Innovative Financial Solutions, LLC email formats with LeadIQ.

How many employees does Innovative Financial Solutions, LLC have currently?

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Innovative Financial Solutions, LLC has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Innovative Financial Solutions, LLC's key employees and leadership?

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As of February 2026, Innovative Financial Solutions, LLC's key employees include:

  • Chief Operations Officer: D. A.
  • President: C. J.
  • Financial Advisor And Owner: B. A.
  • Owner: T. R.
  • Chartered Retirement Plans Specialist (crps)®: J. L.

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