Corey
Hodges

Impact Partnership Wealth, LLC

CRD#7176535
Investment Advisor
in Marietta, GA

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About this Advisor

Corey Hodges is a financial advisor based in Marietta, Georgia, working with Impact Partnership Wealth, LLC. Corey has previously held positions at Combined Insurance, Amerilife & Health, The Assurance Group, Fortified Futures, Inc, Claraphi Advisory Network, LLC, Advisory Alpha, LLC, Fortified Film Productions, LLC, Changepath, LLC, Impact Partnership Wealth, LLC, Fortified Financial Wealth, LLC, and Fortress Health. Corey has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Corey is part of Impact Partnership Wealth, LLC, which operates out of Marietta, Georgia. 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1688 White Circle Nw
Marietta, GA 30066

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Impact Partnership Wealth, LLC Brokerage Details

Total Assets Under Management

$751,621,346

GA Average: $3,570,121,308
Total Number of Employees

54

GA Average: 58
Total Number of Accounts

7,527

GA Average: 1,608
Average Account Size

$99,857

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Corey Hodges Work History

2023 - Present (2 years)

Fortress Health

2022 - Present (3 years)

Impact Partnership Wealth, LLC

2022 - Present (3 years)

Fortified Financial Wealth, LLC

2018 - Present (7 years)

Fortified Futures, Inc

2021 - 2022 (1 year)

Changepath, LLC

2020 - 2020 (< 1 year)

Claraphi Advisory Network, LLC

2020 - 2021 (1 year)

Advisory Alpha, LLC

2020 - 2023 (3 years)

Fortified Film Productions, LLC

2019 - 2020 (1 year)

Claraphi Advisory Network, LLC

2016 - 2018 (2 years)

The Assurance Group

2014 - 2016 (2 years)

Amerilife & Health

2013 - 2014 (1 year)

Combined Insurance

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Corey Hodges 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

Shawn Okeefe
Denver, CO
Kevin Rutledge
Egg Harbor Twp, NJ
Lawrence Spoth
Alexandria, VA
Heidi Ricken
Marietta, GA
Rick Hoskins
Marietta, GA
Jose Torres
Leander, TX
Corey Hodges
Marietta, GA
Catherine Milano
Marietta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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