Rebecca L. Kennedy

IMPACTFOLIO LLC

Denver, CO 80206

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CRD#: 4649326

Professional summary

Rebecca L Kennedy, CFP®, who also goes by Becky Wilson, Rebecca L Wilson, is a registered financial advisor currently at IMPACTFOLIO LLC located in Denver, Colorado.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Rebecca has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Becky Wilson | Rebecca L Wilson

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.

Rebecca & her husband Jim Kennedy own rental properties. This business is not investment related. The initial purchase of the rental properties started in 2014. Rebecca spends approximately 10 hours per month managing the rental property business with 1 hour per month during securities trading hours. The duties involve maintaining the properties, managing the financial books, executing leases, and collecting rent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca L Kennedy'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

February 15, 2019 - Present

IMPACTFOLIO LLC

Office #1: 44 Cook Street Suite 100, Denver, CO 80206

RIA

CRD#: 291716

Denver, CO

Past

January 2, 2014 - March 28, 2019

KENNEDY FINANCIAL PLANNING

RIA

CRD#: 169373

DENVER, CO

Past

May 16, 2006 - September 25, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

DENVER, CO

Past

May 16, 2006 - September 25, 2013

LPL FINANCIAL LLC

CRD#: 6413

DENVER, CO

Past

October 29, 2004 - September 27, 2005

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

DENVER, CO

Past

October 29, 2004 - March 3, 2006

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

October 8, 2004 - April 10, 2006

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DENVER, CO

Past

May 1, 2003 - April 10, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

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".

IMPACTFOLIO LLC

CRD#: 291716 / SEC#: 801-121482

RIA

Registered Investment Advisory firm - (5/18/2021 Approved)

California

Registered Investment Advisory firm - (7/31/2021 Terminated)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2021 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

California
(12/6/2019)

IAR

Colorado
(2/15/2019)

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

IAR

Series 66

Date: 11/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/30/2003

General Securities Representative Examination

Current Firm

IMPACTFOLIO LLC

CRD#: 291716 / SEC#: 801-121482

RIA

Registered Investment Advisory firm - (5/18/2021 Approved)

California

Registered Investment Advisory firm - (7/31/2021 Terminated)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2021 Terminated)

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Contact information

Main Address

44 Cook Street Suite 100, Denver, CO 80206

Mailing Address

44 Cook Street Suite 100, Denver, CO 80206

Phone number

(844) 218-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	509
AUM (Assets Under Management)	$ 231,686,215

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.

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Advisor Monitoring

Firm Stability Insights

Rebecca L. Kennedy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca L Kennedy's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENNEDY FINANCIAL PLANNING

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

IMPACTFOLIO LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2005

Series 7

Date: 4/30/2003

Current Firm

IMPACTFOLIO LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACTFOLIO LLC

TRUST BUT VERIFY

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