Michael
Baumann
Impact Partnership Wealth, LLC
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About this Advisor
Michael Baumann is a financial advisor based in Melbourne, Florida, working with Impact Partnership Wealth, LLC. Michael has previously held positions at Honor Investment Group, LLC, Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc, Honor Financial Group, Inc, Honor Tax Group LLC, Creative Realty Solutions, Honor Insurance Group LLC, Coast 2 Coast Re, LLC, Usa Wealth Group LLC, and Impact Partnership Wealth, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Impact Partnership Wealth, LLC, which operates out of Melbourne, Florida. The firm has 49 offices and 54 employees. The firm manages assets totaling $751.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Impact Partnership Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$751,621,346
54
7,527
$99,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Michael Baumann Work History
Usa Wealth Group LLC
Impact Partnership Wealth, LLC
Honor Investment Group, LLC
Honor Insurance Group LLC
Honor Financial Group, Inc
Coast 2 Coast Re, LLC
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Honor Tax Group LLC
Creative Realty Solutions
Disclosures
Please visit the SEC profile of Michael Baumann 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
Marietta, GA
Alexandria, VA
Denver, CO
Egg Harbor Twp, NJ
Cranberry Township, PA
Vienna, VA
Conyers, GA
Marietta, GA
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