Vicki
Joern
Impact Partnership Wealth, LLC
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About this Advisor
Vicki Joern is a financial advisor operating in Houston, Texas with 2 years of industry experience. Joern is on the advisory team at Impact Partnership Wealth, LLC. During their career, Joern has held roles at Vicki Joern, Sole Proprietor, Ims Securities, Inc, Ims Financial Advisors, Inc, Gradient Advisors, Impact Partnership Wealth, LLC, Bee Financial Partners LLC, Bee Financial Partners and Usa Financial Securities. Joern has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Impact Partnership Wealth, LLC is a registered investment company operating out of Kennesaw, GA. The investment advisory business has offices in 30 locations and a total of 37 employees. It oversees $292 million in assets between its 2,042 accounts, making it one of 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 more than $1 million in investable assets. Impact Partnership Wealth, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Impact Partnership Wealth, LLC likely include 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
Vicki Joern Work History
Vicki has been registered as a financial advisor for 2 years.*
Impact Partnership Wealth, LLC
Bee Financial Partners LLC
Vicki Joern, Sole Proprietor
Gradient Advisors
Usa Financial Securities
Ims Securities, Inc
Ims Financial Advisors, Inc
Bee Financial Partners
*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 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
Anaheim, CA
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Monmouth, OR
Kennesaw, GA
Fort Lauderdale, FL
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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