Noah G. Schwab

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

SPOKANE, WA 99208

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CRD#: 7236313

Professional summary

Noah Gilmore Schwab, CFP®, who also goes by Noah G Schwab, is a registered financial advisor currently at STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC located in Spokane, Washington.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Noah has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Noah G Schwab

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.

Mr. Schwab is a member of the Spokane Chapter of the Financial Planning Association. This role is not investment related. The Spokane FPA is a professional organization supporting the financial planning profession and providing continuing education for members. 1212 N WASHINGTON ST STE 220, SUITE 220, SPOKANE, WA, 99201-2441 Mr. Schwab joined the Spokane FPA in 2022. Approximately 3.0 hours/quarter are devoted to this activity; no hours are devoted to this activity during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Gilmore Schwab's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

December 12, 2024 - Present

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Office #1: 7307 N Division St Ste 205, Spokane, WA 99208

RIA

CRD#: 330611

SPOKANE, WA

Past

March 4, 2020 - April 19, 2025

STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC

RIA

CRD#: 116679

SPOKANE, WA

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".

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

CRD#: 330611 / SEC#: 801-134171

RIA

Registered Investment Advisory firm - (8/14/2025 Approved)

Idaho

Registered Investment Advisory firm - (8/20/2025 Terminated)

Montana

Registered Investment Advisory firm - (8/20/2025 Termination Requested)

Washington

Registered Investment Advisory firm - (9/20/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(12/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/27/2020

Uniform Investment Adviser Law Examination

Current Firm

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

CRD#: 330611 / SEC#: 801-134171

RIA

Registered Investment Advisory firm - (8/14/2025 Approved)

Idaho

Registered Investment Advisory firm - (8/20/2025 Terminated)

Montana

Registered Investment Advisory firm - (8/20/2025 Termination Requested)

Washington

Registered Investment Advisory firm - (9/20/2025 Terminated)

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Contact information

Main Address

7307 N Division St Ste 205, Spokane, WA 99208

Mailing Address

Phone number

(509) 443-0845

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCFS ADV PART 2A AUG 2025 (8/20/2025)

Regulatory assets under management

Total Number of Accounts	701
AUM (Assets Under Management)	$ 106,383,834

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.

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Noah G. Schwab

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Gilmore Schwab's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/27/2020

Current Firm

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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