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Robert William Noack

Investment Adviser Representative at TPG FINANCIAL ADVISORS, LLC

Portland, ORCRD #1242704Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
1 states
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert William Noack has worked in the securities industry since 1991. They have passed the Series 66, 65, 63, 26, 24, and 7 examinations. They are registered to provide investment advisory services in Oregon.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oregon
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/4/2007
Series 66
Uniform Combined State Law Examination
Passed 6/26/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 3/20/1984
Series 7
General Securities Representative Examination
Passed 6/19/2019
SIE
Securities Industry Essentials Examination
Passed 6/12/2019
Series 7
General Securities Representative Examination
Passed 2/18/1984
Series 24
General Securities Principal Examination
Passed 3/16/2006
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 6/13/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

TPG Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TPG FINANCIAL ADVISORS, LLCCurrent
2/6/2023Portland, OR
CONWAY PARTNERS
4/8/20221/31/2023Lake Oswego, OR
ALLIUM FINANCIAL ADVISORS, LLC
8/1/20193/12/2022Lake Oswego, OR
MORGAN STANLEY
6/26/20197/16/2019Portland, OR
AEQUITAS INVESTMENT MANAGEMENT, LLC
9/6/20076/18/2014Lake Oswego, OR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert William Noack has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Robert William Noack - Financial Advisor in Portland, OR | AdvisorFinder