Richard
Warner
Impact Partnership Wealth, LLC
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About this Advisor
Richard Warner is a financial advisor based out of Kennesaw, Georgia who has 1 year of relevant experience. Warner currently works for Impact Partnership Wealth, LLC. During their career, the advisor has held roles at Change Path, Onnen Company, Sequent Planning, LLC, Senior Market Sales, Creative One, American Senior Benefits, Virtue Wealth Counsel, LLC and Impact Partnership Wealth, LLC. Warner holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska. Impact Partnership Wealth, LLC is a financial advisory business that has its headquarters in Kennesaw, GA. The firm has offices in 30 locations and a total of 37 employees. It controls $292 million in assets across its 2,042 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,042 accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in investable assets. Impact Partnership Wealth, LLC has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors depend on the type of services. However, fees charged by Impact Partnership Wealth, LLC likely are comprised 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
Richard Warner Work History
Richard has been registered as a financial advisor for 1 years.*
Impact Partnership Wealth, LLC
Virtue Wealth Counsel, LLC
Sequent Planning, LLC
Change Path
Senior Market Sales
Creative One
American Senior Benefits
Onnen Company
*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 Richard Warner 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
Kennesaw, GA
Anaheim, CA
Winston Salem, NC
Wilmington, DE
Kennesaw, GA
Kennesaw, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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