# INNOVATIVE INVESTMENT ADVISORY, INC.

INNOVATIVE INVESTMENT ADVISORY, INC. of BROOKFIELD, WI is an SEC-registered investment adviser.

## Registration

- CRD: 113373
- Type: SEC-registered investment adviser
- SEC file number: 801-61953
- Location: 13555 BISHOP'S COURT, SUITE 120, BROOKFIELD, WI, 53005
- Phone: 262-641-0800
- Latest filing: 2005-03-29
- Regulatory AUM: $138.0M
- Discretionary AUM: $56.3M
- Non-discretionary AUM: $81.6M
- Clients: 1
- Accounts: 162

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| HAUSWIRTH ROY LARUE | CHIEF EXECUTIVE OFFICER | — |
| CLEVELAND NANCY DUNHAM | CHIEF OPERATING OFFICER; PRESIDENT | — |
| SWENSON ERIK ALAN | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113373/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113373/similar
- Related entities: https://search.stillhousedata.com/firm/113373/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113373

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.