Noah Schwab has been Managing Member of Stewardship Concepts Financial Services since May 2024, is a control person of the firm and directly owns between 5% and 10% of it. Noah Schwab holds a Degree in Finance and Economics from Grand Canyon University.
Stewardship Concepts Financial Services LLC is a Spokane, WA firm with $175M under management, 247 clients and 4 advisers across 2 offices, as of its January 2026 filing.
Noah Schwab is Financial Advisor and Owner of Stewardship Concepts Financial Services, based in Spokane. He specializes in Roth conversions, retirement income strategies, and minimizing estate taxes for retirees. His comments have appeared in U.S. News, MarketWatch, Yahoo Finance, GoBankingRates, and the Spokane Journal of Business.
Noah Schwab’s longest registration was 5 years at Stewardship Concepts Financial Services, LLC (2020–2025). Before joining Stewardship Concepts Financial Services in 2024, Noah Schwab was registered through Stewardship Concepts Financial Services, LLC.
- – present · 1 yearSpokane, WA · Adviser representative · Firm CRD 330611
- Stewardship Concepts Financial Services, LLC– · 5 yearsSpokane, WA · Adviser representative · Firm CRD 116679
Professional designations
Listed by Stewardship Concepts Financial Services
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Noah Schwab is registered as an investment adviser representative in Washington, since December 2024.
- WashingtonSince 12 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Noah Gilmore Schwab
- CRD
- 7236313
- Firm
- Stewardship Concepts Financial Services · CRD 330611
- Role
- Managing Member
- Office
- 7307 N DIVISION ST STE 205, Spokane, WA 99208
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- scfinancials.com
Where does Noah Schwab work?
Noah Schwab has been Managing Member of Stewardship Concepts Financial Services LLC since May 2024, and is a control person of the firm.
Is Noah Schwab a financial advisor?
Yes. Noah Schwab has a current investment-adviser registration in Washington, through Stewardship Concepts Financial Services since December 2024.
How many years of experience does Noah Schwab have?
Noah Schwab has 6 years in the financial industry, since March 2020, across 2 adviser firms.
What exams has Noah Schwab passed?
Noah Schwab passed the Series 65 in February 2020.
Where is Noah Schwab based?
Noah Schwab’s registered office is in Spokane, WA.
Is Noah Schwab registered with FINRA?
No. Noah Schwab has no current broker registration.
Is Noah Schwab a CFP?
Stewardship Concepts Financial Services lists Noah Schwab with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Noah Schwab’s record?
Search CRD 7236313 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Noah Schwab’s full registration record.
