Innovative Strategies
Our management team at Innovative Strategies brings over 150 years of combined financial services experience to our agents, brokers and clients. Over the years, we have found that a team approach can be an effective method to help our agents assist their clients who have a wide variety of needs as they maneuver through a complex financial-services world. No one strategy fits everyone, which is why YOU get our undivided attention - from planning to execution to follow-up. We take a proactive approach to helping you develop an innovative strategy to address your financial goals and objectives, using the most efficient methods and products available - whether you are planning for you and your family or seeking help with planning for your business needs. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc.(ESI), Member FINRA (finra.org)/SIPC (sipc.org), 950 E. State Hwy 114, Suite 140, Southlake, TX 76092, 817.310.4700. Innovate Strategies is independent of ESI. National Life Group is a trade name of National Life Insurance Company (NLIC), Montpelier, VT and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC90050(0516)P
7-day free trial · no credit card
Verified contacts
13
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 13 verified contacts at Innovative Strategies
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- DS
Don Scott
Managing Director · General Business & Management
EmailPhone - LP
Lizette Picazo
Regional Director of Marketing and Recruiting · Advertising & Marketing
EmailPhone - MB
Matt Bell
Managing Director · General Business & Management
EmailPhone - BH
Bill Haase
Public Speaker · Advertising & Marketing
EmailPhone - DB
David Bostick
General Agent · Sales & Business Development
EmailPhone - KD
Kenneth Duff
Company Owner · General Business & Management
EmailPhone - MT
Mario Trevino
President · General Business & Management
EmailPhone
Showing 7 of 13 verified contacts
Top roles at Innovative Strategies
12 distinct titles indexed · top 10 shown.
- 2managing director
- 1company owner
- 1computer network specialist
- 1financial services professional
- 1general agent
- 1hospitality consultant
- 1marketing director
- 1personal financial representative
- 1president
- 1public speaker
- +2more titles
Sign up to unlock all 13 contacts at Innovative Strategies
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Innovative Strategies
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.