Anna M. Healy

IMPACT CAPITAL PARTNERS LLC

Greenwood Village, CO 80111

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CRD#: 5317591

Professional summary

Anna Maurine Healy, CFP®, who also goes by Anna M Christenson, is a registered financial advisor currently at IMPACT CAPITAL PARTNERS LLC located in Greenwood Village, Colorado.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Anna has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anna M Christenson

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.

Licensed Insurance Agent; Not investment-related; 8101 East Prentice Avenue, Suite 1080, Greenwood Village, CO 80111; Insurance Sales; Implementation of Insurance Recommendations; Approx. 5% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Maurine Healy'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

Experience

Current

May 1, 2024 - Present

IMPACT CAPITAL PARTNERS LLC

Office #1: 8101 E Prentice Ave Suite 1080, Greenwood Village, CO 80111

RIA

CRD#: 329616

Greenwood Village, CO

Past

January 26, 2015 - February 20, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DENVER, CO

Past

January 26, 2015 - February 20, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DENVER, CO

Past

April 30, 2013 - June 3, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DENVER, CO

Past

November 5, 2012 - June 3, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

DENVER, CO

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".

IMPACT CAPITAL PARTNERS LLC

CRD#: 329616 / SEC#: 801-129440

RIA

Registered Investment Advisory firm - (2/7/2024 Approved)

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

Colorado
(5/1/2024)

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: 12/21/2012

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: 11/2/2012

General Securities Representative Examination

Current Firm

IMPACT CAPITAL PARTNERS LLC

CRD#: 329616 / SEC#: 801-129440

RIA

Registered Investment Advisory firm - (2/7/2024 Approved)

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Contact information

Main Address

8101 E Prentice Ave Suite 1080, Greenwood Village, CO 80111

Mailing Address

Phone number

(888) 304-6722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/7/2025)

Regulatory assets under management

Total Number of Accounts	1,688
AUM (Assets Under Management)	$ 527,993,936

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

Anna M. Healy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Maurine Healy's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

IMPACT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2012

SIE

Date: 10/1/2018

Series 7

Date: 11/2/2012

Current Firm

IMPACT CAPITAL PARTNERS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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