Bryce Andersen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bryce Andersen, CFP®, ChFC®, who also goes by Bryce W Andersen, Bryce William Andersen, was a registered financial professional .
Bryce is a previously registered financial professional and started their career in finance in 2005. Bryce had worked at 11 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2012
Experience
March 4, 2024 - June 30, 2026
IMPACT WEALTH MANAGEMENT
January 18, 2023 - September 21, 2023
OAK WEALTH ADVISORS LLC
January 8, 2021 - January 17, 2023
RISE WEALTH RESOURCES, LLC
July 1, 2019 - January 8, 2021
FBL WEALTH MANAGEMENT, LLC
June 28, 2019 - January 8, 2021
FBL MARKETING SERVICES, LLC
December 1, 2017 - July 2, 2019
WELLS FARGO CLEARING SERVICES, LLC
December 1, 2017 - July 2, 2019
WELLS FARGO CLEARING SERVICES, LLC
September 28, 2010 - December 5, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 10, 2010 - December 5, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 2, 2008 - June 22, 2010
NATIONWIDE INVESTMENT SERVICES CORPORATION
October 31, 2007 - January 4, 2008
BANCWEST INVESTMENT SERVICES, INC.
October 24, 2007 - January 4, 2008
BANCWEST INVESTMENT SERVICES, INC.
February 27, 2006 - July 27, 2007
WELLS FARGO INVESTMENTS, LLC
February 24, 2006 - July 27, 2007
WELLS FARGO INVESTMENTS, LLC
February 24, 2005 - February 24, 2006
THRIVENT INVESTMENT MANAGEMENT INC.
February 21, 2005 - February 24, 2006
THRIVENT INVESTMENT MANAGEMENT INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
IMPACT WEALTH MANAGEMENT
CRD#: 324168 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 453 |
| AUM (Assets Under Management) | $ 103,942,094 |
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.
