Noah James Fehrenbach

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 01/2019
  Northwestern Mutual Life Insurance Company
  Pittsford, NY
• 08/2012 → 12/2018
  Northwestern Mutual Investment Services, Llc
  Fairport, NY
• 02/2016 → 01/2019
  Northwestern Mutual Wealth Management Company
  Pittsford, NY
• 01/2019 → 03/2022
  Massmutual
  Rochester, NY
• 01/2019 → 03/2022
  Mml Investors Services
  Rochester, NY
• 03/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 03/2022 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2021-06-14 → 2022-03-18
  Mml Investors Services, Llc
  Rochester, NY
  East Rochester, NY
  Rochester, NY

Other Businesses

BREATHE CAPITAL PLANNING LLC POSITION: 1 of 2 Managers of the LLC and the consultant NATURE: Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 07/11/2022 ADDRESS: 100 Cross Keys Office Park, Ste 100, Fairport NY 14450, United States DESCRIPTION: Supporting the creation of a business plan and implementation strategies for business owners. I'd also create the mission statement, value proposition and their business "why"- create timelines and goal tracking measures for business metrics- organize priorities and create intentions to focus on- review business financial documents (P&L, Balance Sheets, etc)for areas of opportunity and profitability

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-11-12