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William E. Fender

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CRD#: 1144269
WF

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Ewart Fender, who also goes by William Ewart Fender Jr, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1983. William had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

William Ewart Fender Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 1, 1999 - December 31, 2025

INNOVEST PORTFOLIO SOLUTIONS LLC

RIA
CRD#: 106110
DENVER, CO
Past

July 8, 1996 - April 17, 1997

CASCADE INVESTMENT GROUP, INC.

BD
CRD#: 35844
COLORADO SPRINGS, CO
Past

September 29, 1994 - December 31, 1995

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

June 1, 1990 - September 27, 1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 1, 1990 - September 27, 1994

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

November 19, 1989 - December 7, 1989

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 22, 1983 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
INNOVEST PORTFOLIO SOLUTIONS LLC
CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA
Registered Investment Advisory firm - (3/19/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 8/10/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/1983
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/27/1984
General Securities Principal Examination

Current Firm

IP
INNOVEST PORTFOLIO SOLUTIONS LLC
CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA
Registered Investment Advisory firm - (3/19/1996 Approved)
PREMIUM
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Contact information

Main Address
7979 E. Tufts Ave. Suite 1700, Denver, CO 80237
Mailing Address
Phone number
(303) 694-1900
Established
Firm type
Fiscal year end
# of Employees
61

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INNOVEST PORTFOLIO SOLUTIONS LLC REVISED 2026 (3/6/2026)

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/31/2025
Cover Page
Report
03/19/2024
Cover Page
Report
04/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INNOVEST PORTFOLIO SOLUTIONS LLC

CRD#: 106110

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