Tracey Elizabeth Richardson | Financial Professional | Webster Groves, Missouri | IMPACT PARTNERSHIP WEALTH, LLC

Professional summary

Tracey Elizabeth Richardson, who also goes by Tracey E Bayers, Tracey Elizabeth Bayers, Tracey E Reid, Tracey Elizabeth Reid, Tracey E Richardson, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Webster Groves, Missouri.

Tracey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Tracey has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tracey E Bayers | Tracey Elizabeth Bayers | Tracey E Reid | Tracey Elizabeth Reid | Tracey E Richardson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tracey Elizabeth Richardson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 12, 2025 - Present

IMPACT PARTNERSHIP WEALTH, LLC

Office #1: 253 Reavis Pl, Webster Groves, MO 63119

BD

CRD#: 17490

TOWN AND COUNTRY, MO

Past

May 7, 2001 - January 12, 2009

EDWARD JONES

BD

CRD#: 250

TOWN & COUNTRY, MO

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

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Missouri
(9/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 2/7/2018

Uniform Combined State Law Examination

State Security Law Exam

RR

Series 63

Date: 5/23/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 5/5/2001

General Securities Representative Examination

Current Firm

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (10/1/2025)

IMPACT PARTNERSHIP WEALTH, LLC ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,237
AUM (Assets Under Management)	$ 1,682,147,707

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tracey E. Richardson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tracey Elizabeth Richardson's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT PARTNERSHIP WEALTH, LLC

CHOREO, LLC

BDO WEALTH ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

LARSON FINANCIAL SECURITIES, LLC

NATIONAL PLANNING CORPORATION

CANTELLA & CO., INC.

NATCITY INVESTMENTS, INC.

EDWARD JONES

Primary Firm SEC Registration

IMPACT PARTNERSHIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/7/2018

Series 63

Date: 5/23/2001

SIE

Date: 10/1/2018

Series 7

Date: 5/5/2001

Current Firm

IMPACT PARTNERSHIP WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT PARTNERSHIP WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors