Noah Fenz has been an investment adviser representative at Investors Portfolio Services since July 2025, and is not listed among the firm’s executive officers or direct owners. Noah Fenz holds a Bachelors degree from the University of Washington Foster School of Business.
Investors Portfolio Services LLC is a Puyallup, WA firm with $239M under management, 292 clients and 3 advisers in one office, as of its March 2026 filing.
Noah Fenz is Wealth Manager of Investors Portfolio Services LLC. He joined the firm in June 2025. Before joining, he spent close to five years working with institutional clients, most of that time at Russell Investments in Seattle.
Noah Fenz’s longest registration is the current one, 1 year at Investors Portfolio Services since 2025. Before joining Investors Portfolio Services in 2025, Noah Fenz was registered through Concourse Financial Group Advisors.
- – present · 1 yearPuyallup, WA · Adviser representative · Firm CRD 117299
- Concourse Financial Group Advisors– · under a yearSeattle, WA · Adviser representative · Firm CRD 15708
Investment adviser representative registrations
Noah Fenz is registered as an investment adviser representative in Washington, since July 2025.
- WashingtonSince 29 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 July 2025 |
| Series 66 | Uniform Combined State Law Examination | 13 August 2021 |
| Series 7TO | General Securities Representative Examination | 2 August 2021 |
| SIE | Securities Industry Essentials Examination | 22 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Noah Daniel Fenz
- CRD
- 7190793
- Firm
- Investors Portfolio Services · CRD 117299
- Office
- 2832 SOUTH MERIDIAN, SUITE 201, Puyallup, WA 98373
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- investorsportfolioservices.com
Where does Noah Fenz work?
Noah Fenz is an investment adviser representative registered through Investors Portfolio Services LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Noah Fenz a financial advisor?
Yes. Noah Fenz has a current investment-adviser registration in Washington, through Investors Portfolio Services since July 2025.
How many years of experience does Noah Fenz have?
Noah Fenz has 4 years in the financial industry, since December 2021, across 2 adviser firms.
What exams has Noah Fenz passed?
Noah Fenz has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 65. The earliest, the SIE, was passed in June 2021.
Where did Noah Fenz work before Investors Portfolio Services?
Before Investors Portfolio Services, Noah Fenz was registered through Concourse Financial Group Advisors, August 2021 to December 2021.
Where is Noah Fenz based?
Noah Fenz’s registered office is in Puyallup, WA.
Is Noah Fenz registered with FINRA?
No. Noah Fenz has no current broker registration.
How can I verify Noah Fenz’s record?
Search CRD 7190793 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Noah Fenz’s full registration record.