Unclaimed Profile

William Ewart Fender

INNOVEST PORTFOLIO SOLUTIONS LLC·DENVER, Colorado

Series 7, Series 24, Series 63Clean record27 years registeredINNOVEST PORTFOLIO SOLUTIONS LLC

7979 E. TUFTS AVE., DENVER, CO 80237CRD# 1144269Firm CRD# 106110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Ewart Fender · DENVER, CO

Registration

CRD #1144269 · INNOVEST PORTFOLIO SOLUTIONS LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INNOVEST PORTFOLIO SOLUTIONS LLC

INNOVEST PORTFOLIO SOLUTIONS LLC

Jan 1999 – Dec 2025

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INNOVEST PORTFOLIO SOLUTIONS LLC

CRD 106110 · SEC 801-51483

Employees

Total firm employees

Services offered by INNOVEST PORTFOLIO SOLUTIONS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at INNOVEST PORTFOLIO SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does William Ewart Fender offer?

William Ewart Fender specializes in Investment Management, Wealth Management.

What are William Ewart Fender's credentials?

William Ewart Fender is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Ewart Fender located?

William Ewart Fender is based in DENVER, Colorado, last registered with INNOVEST PORTFOLIO SOLUTIONS LLC.

How does William Ewart Fender charge for services?

William Ewart Fender's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INNOVEST PORTFOLIO SOLUTIONS LLC?

INNOVEST PORTFOLIO SOLUTIONS LLC has approximately 60 employees. The firm is registered with the SEC as an investment adviser.

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