Vicki
Joern
Impact Partnership Wealth, LLC
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About this Advisor
Vicki Joern is a financial advisor based in Houston, Texas, working with Impact Partnership Wealth, LLC. Vicki has previously held positions at Ims Financial Advisors, Inc, Vicki Joern, Sole Proprietor, Ims Securities, Inc, Gradient Advisors, Impact Partnership Wealth, LLC, Bee Financial Partners LLC, Bee Financial Partners, and Usa Financial Securities. Vicki has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Vicki is part of Impact Partnership Wealth, LLC, which operates out of Houston, Texas. 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
Vicki Joern Work History
Impact Partnership Wealth, LLC
Bee Financial Partners LLC
Vicki Joern, Sole Proprietor
Gradient Advisors
Usa Financial Securities
Ims Financial Advisors, Inc
Ims Securities, Inc
Bee Financial Partners
Disclosures
Please visit the SEC profile of Vicki Joern 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
Egg Harbor Twp, NJ
Marietta, GA
Alexandria, VA
Denver, CO
Plano, TX
Marietta, GA
Conyers, GA
Vienna, VA
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