Shawn
Okeefe
Impact Partnership Wealth, LLC
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About this Advisor
Shawn Okeefe is a financial advisor who works in Denver, Colorado with a total of 2 years of relevant experience. Okeefe is on the advisory team at Impact Partnership Wealth, LLC. During their career, the advisor has held roles at Axa Advisors, LLC, Proequities, Inc, Futurity First, Resources Investment Advisors, Impact Partnership Wealth, LLC, Redhawk Wealth Advisors, Inc, Summit Wealth Financial Planners, LLC and Summit Wealth Strategies, LLC. Okeefe has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Colorado. Impact Partnership Wealth, LLC is a business based out of Kennesaw, GA. The investment advisory business has offices in 30 locations and a total of 37 advisors. It handles $292 million in total assets among its 2,042 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,042 accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on which service is provided. Fee types charged by Impact Partnership Wealth, LLC likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$291,965,318
37
2,042
$142,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Shawn Okeefe Work History
Shawn has been registered as a financial advisor for 2 years.*
Impact Partnership Wealth, LLC
Summit Wealth Strategies, LLC
Resources Investment Advisors
Summit Wealth Financial Planners, LLC
Proequities, Inc
Futurity First
Redhawk Wealth Advisors, Inc
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shawn Okeefe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Partnership Wealth, LLC
Kennesaw, GA
Kennesaw, GA
Anaheim, CA
Kennesaw, GA
Fort Lauderdale, FL
Wilmington, DE
Kennesaw, GA
Kennesaw, GA
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