CS
Craig E. Shepard
IMPACT PARTNERSHIP WEALTH
Framingham, MA 01701
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CRD#: 5641025
CS
Professional summary
Craig Eastman Shepard, who also goes by Craig Eastman Shepard, Craig Shepard, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Framingham, Massachusetts.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Craig has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Craig Eastman Shepard | Craig Shepard
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) FEDERAL RETIREMENT SOLUTIONS LLC; YES INVESTMENT RELATED; 111 SPEEN ST FRAMINGHAM, MA 01701; INSURANCE AND RETIREMENT INCOME PLANNING; OWNER, MANAGER, PRESIDENT; 07/2013; 250HRS/MO DEVOTED; 125HRS/MO DEVOTED DURING SECURITY TRADING HOURS. MEETING WITH PROSPECTIVE CLIENTS. ASSISTING THEM WITH THE RETIRMENT PROCESS, CREATING RETIREMENT PLANS.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Eastman Shepard'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
February 26, 2024 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 111 Speen Street 2nd Floor, Framingham, MA 01701RIA
CRD#: 313928
Framingham, MA
Past
November 18, 2013 - January 17, 2024
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Framingham, MA
Past
October 25, 2010 - December 7, 2011
OSAIC FA, INC.
RIA
CRD#: 3978
WALTHAM, MA
Past
October 21, 2010 - December 7, 2011
OSAIC FA, INC.
BD
CRD#: 3978
WALTHAM, MA
Past
May 8, 2009 - August 11, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
CONCORD, MA
Past
March 23, 2009 - August 11, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
CONCORD, MA
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
Massachusetts(2/26/2024)
Exams
State Security Law 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#: 313928Framingham, MA 01701TRUST BUT VERIFY
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