ME
Matthew H. Eilers
IMPACT PARTNERSHIP WEALTH
Grand Rapids, MI 49546
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CRD#: 5514093
ME
Professional summary
Matthew Howard Eilers, who also goes by Matt H Eilers, Matthew H Eilers, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Grand Rapids, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt H Eilers | Matthew H Eilers
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.
1) MEDALIST WEALTH MANAGEMENT; YES INVESTMENT RELATED; 4940 CASCADE RD SE, STE 220 GRAND RAPIDS, MI 49546; INSURANCE SALES; OWNER, FINANCIAL ADVISOR; 12/2023; 80HRS/MO; 80HRS/MO DURING SECURITIES TRADING HOURS; INSURANCE SALES AND FINANCIAL PLANNING. 2) THE EILERS GROUP, LLC; NOT INVESTMENT RELATED; 6749 OLD DARBY TRAIL NE, ADA, MI 49301; LICENSED FIREARMS SALES THROUGH THE ATF AND FBI; OWNER; 1/2015; 2HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; I HAVE A FEDERAL FIREARMS LICENSE AND AM LICENSED TO SELL FIREARMS LEGALLY IN THE STATE OF MICHIGAN. I CONDUCT BUSINESS FOR PERSONAL USE AND FOR FRIENDS AND FAMILY.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Howard Eilers'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®
NoneExperience
Current
July 16, 2025 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 4940 Cascade Rd Se Ste 220, Grand Rapids, MI 49546RIA
CRD#: 313928
Grand Rapids, MI
Past
June 21, 2024 - July 16, 2025
FOUNDATIONS INVESTMENT ADVISORS LLC
RIA
CRD#: 175083
Grand Rapids, MI
Past
December 18, 2023 - June 20, 2024
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Grand Rapids, MI
Past
March 16, 2023 - November 29, 2023
SIGNAL ADVISORS WEALTH, LLC
RIA
CRD#: 301086
ADA, MI
Past
August 17, 2012 - October 31, 2022
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
ADA, MI
Past
July 8, 2009 - October 31, 2022
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
ADA, MI
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
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)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
Michigan(7/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
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Company Information
IMPACT PARTNERSHIP WEALTH, LLC
CRD#: 313928Grand Rapids, MI 49546TRUST BUT VERIFY
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