Bryce Andersen

IMPACT WEALTH MANAGEMENT

Sioux Falls, SD

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CRD#: 4821829

Professional summary

Bryce Andersen, CFP®, ChFC®, who also goes by Bryce W Andersen, Bryce William Andersen, is a registered financial advisor currently at IMPACT WEALTH MANAGEMENT located in Sioux Falls, South Dakota.

Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Bryce has worked at 11 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryce W Andersen | Bryce William Andersen

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.

RISE Wealth Resources; investment-related; Sioux Falls, SD; Coaching and Consulting Businesses and Financial Education; CEO/President; 09/2019; 20 hours/month; 15 hours during trading hours; Coaching and Consulting Therapy practices business growth and financial education

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Andersen'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^®

Certified Financial Planner

Start date: 2012

CRD#: 5309

Sioux Falls, SD

Past

December 1, 2017 - July 2, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SIOUX FALLS, SD

Past

December 1, 2017 - July 2, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SIOUX FALLS, SD

Past

September 28, 2010 - December 5, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAS CRUCES, NM

Past

July 10, 2010 - December 5, 2017

RIA

CRD#: 18387

SIOUX FALLS, SD

Past

February 21, 2005 - February 24, 2006

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

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

South Dakota
(3/4/2024)

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: 9/24/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/19/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 12/29/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 11/24/2014

General Securities Sales Supervisor - Options Module Examination

Current Firm

IMPACT WEALTH MANAGEMENT

IMPACT WEALTH MANAGEMENT | IMPACT WEALTH MANAGEMENT LLC

CRD#: 324168 / SEC#:

Arizona

Registered Investment Advisory firm - (7/25/2023 Approved)

South Dakota

Registered Investment Advisory firm - (1/18/2023 Approved)

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Contact information

Main Address

4301 W 57th St Suite 110, Sioux Falls, SD 57108

Mailing Address

Phone number

(605) 333-0123

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	377
AUM (Assets Under Management)	$ 64,915,502

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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Firm Stability Insights

Bryce Andersen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Andersen's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK WEALTH ADVISORS LLC

RISE WEALTH RESOURCES, LLC

FBL WEALTH MANAGEMENT, LLC

FBL MARKETING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NATIONWIDE INVESTMENT SERVICES CORPORATION

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/24/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/19/2005

Series 10

Date: 12/29/2014

Series 9

Date: 11/24/2014

Current Firm

IMPACT WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IMPACT WEALTH MANAGEMENT

TRUST BUT VERIFY

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