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Bryon Lake

President at Innovator Capital Management

Broker registration; no current adviser registration

Bryon Lake is President of Innovator Capital Management, LLC, a Wheaton investment adviser managing $30.2B. Bryon Lake has a current broker registration and no current investment-adviser registration and has passed the Series 6, Series 7, Series 24 and Series 63.

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Licensing exams

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Bryon Lake has been President of Innovator Capital Management since April 2026. Bryon Lake is not listed as a control person, but directly owns under 5% of the firm. Bryon Lake holds a Degree in International Business with minors in Finance and Economics from Taylor University.

Innovator Capital Management, LLC is a Wheaton, IL firm with $30.2B under management, 1 client and 6 advisers in one office, as of its June 2026 filing.

A July 2024 Goldman Sachs announcement named Bryon Lake as the incoming chief transformation officer for its Asset Management Client Solutions Group. It described his prior work as global head of ETF Solutions at J.P. Morgan Asset Management and earlier leadership positions at PowerShares and Invesco.

No adviser firm registrations are on Bryon Lake’s record.

Credentials and registrations

Examinations

Series 634 June 2021
Name
Uniform Securities Agent State Law Examination
Series 2429 September 2020
Name
General Securities Principal Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 719 October 2005
Name
General Securities Representative Examination
Series 625 November 2003
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Bryon Edward Lake
CRD
4528902
Firm bio
goldmansachs.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Bryon Lake work?

Bryon Lake has been President of Innovator Capital Management, LLC since April 2026.

Source: Form ADV, Schedule A, filed 18 June 2026

Does Bryon Lake have a current investment-adviser registration?

Bryon Lake has a current broker registration and no current investment-adviser registration.

Source: IAPD individual record, checked 17 October 2026

What exams has Bryon Lake passed?

Bryon Lake has passed 4 licensing exams: the Series 6, Series 7, Series 24 and Series 63. The earliest, the Series 6, was passed in November 2003. FINRA credited Bryon Lake with the SIE, which began in October 2018.

Source: IAPD individual record, checked 17 October 2026

Leadership at Innovator Capital Management

Sources

  1. IAPD individual record, CRD 4528902. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Innovator Capital Management, LLC, filed 18 June 2026. Title, control and ownership bands.
  3. Innovator Capital Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

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