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William Ewart Fender

Innovest Portfolio Solutions LLC

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About William Ewart Fender

William Ewart Fender is a financial professional with over 30 years of experience in the industry. William is registered with Innovest Portfolio Solutions LLC and is currently pursuing an active Investment Advisor Representative registration in Colorado. William has held previous roles at BJR & Associates, Inc., Mutual Service Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Royal Alliance Associates, Inc., and Integrated Resources Equity Corporation. William's experience spans multiple states including Colorado, Massachusetts, Indiana, and Arizona. William holds the Series 63, Series 24, and Series 7 licenses. William specializes in providing financial advice and portfolio management services for individuals, businesses, pension plans, and charitable organizations.

Firm Information

William Fender is currently registered with Innovest Portfolio Solutions LLC. Innovest Portfolio Solutions LLC is an investment advisor located in DENVER, CO, United States. The firm provides investment advisory services to individuals, corporations, charitable organizations, pension plans, state or municipal government entities, and other investment advisors. Innovest Portfolio Solutions LLC has 21 investment advisor representatives and 37 investment advisory functions. The firm is registered with the SEC.
Innovest Portfolio Solutions LLC

7979 E. TUFTS AVE.

DENVER, CO 80237

Not reported

Assets Under Management

420

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Fender’s Registration & Firm History

CO

01/01/2025 - Present

Innovest Portfolio Solutions LLC (DENVER CO)

CO

07/08/1996 - 04/17/1997

BJR & ASSOCIATES, INC (COLORADO SPRINGS CO)

MA

09/29/1994 - 12/31/1995

MUTUAL SERVICE CORPORATION (BOSTON MA)

IN

06/01/1990 - 09/27/1994

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

06/01/1990 - 09/27/1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

AZ

11/19/1989 - 12/07/1989

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

06/22/1983 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 08/10/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/1984

Series 24 - General Securities Principal Examination

BC

Issued 06/18/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Ewart Fender.
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