DK
Dean L. Kiser
IMPACT PARTNERSHIP WEALTH
ST. GEORGE, UT
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CRD#: 2973205
DK
Professional summary
Dean Lawerence Kiser, CFP®, who also goes by D Lawrence Kiser, Dean Lawrence Kiser, Larry Kiser, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in St. George, Utah.
Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Dean has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
D Lawrence Kiser | Dean Lawrence Kiser | Larry Kiser
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE SALES; INVESTMENT-RELATED; UTAH; INSURANCE AGENT; START DATE 2022; APPROXIMATELY 80 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS
CRS (Client Relationship Summary) - RIA
Click below to view Dean Lawerence Kiser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
August 22, 2022 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #2: 2520 Saint Rose Pkwy Ste 219, Henderson, NV 89074RIA
CRD#: 313928
ST. GEORGE, UT
Past
June 9, 2011 - August 8, 2022
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
ST GEORGE, UT
Past
June 8, 2011 - August 8, 2022
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
ST GEORGE, UT
Past
April 21, 2010 - May 14, 2010
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
AMMON, ID
Past
April 18, 2008 - May 14, 2010
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
AMMON, ID
Past
July 20, 2007 - March 18, 2008
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
BOISE, ID
Past
November 7, 2003 - August 9, 2007
EQUITY SERVICES, INC.
BD
CRD#: 265
IDAHO FALLS, ID
Past
December 1, 1999 - September 28, 2001
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
Past
November 19, 1997 - December 9, 1999
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nevada(6/5/2024)
IAR
Utah(8/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
