SA
Steven A. Aul
IMPACT PARTNERSHIP WEALTH
Chesterfield, MO 63017
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CRD#: 5772886
SA
Professional summary
Steven Andrew Aul, ChFC®, CLU® is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Chesterfield, Missouri.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Steven has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Aul Insurance Group, LLC; Yes Investment Related; 16253 Swingley Ridge Rd Ste 125 Chesterfield, MO 63017; Annuity and Life Insurance; Owner, 05/2020; 30hrs/Mo; 5hrs/Mo during securities trading hours; Selling Life Insurance and Annuities plus Administrative responsibilities. (2) Aul Marketing Group, LLC; Non Investment Related; 16253 Swingley Ridge Rd Ste 125 Chesterfield, MO, 63017; Marketing Company for Referring Clients to Deferred Sales Trust; Owner; 3/4/2024; 5hrs/Mo; 0hrs/Mo during securities trading hours; Referring Clients to Attorneys for Deferred Sales Trust. (3) American Retirement Institute; Yes Investment Related; Chesterfield, MO; Educational Program; Presenter; 10/8/2025; 6hrs/Mo; 0hrs/Mo during Securities Trading Hours; Educational presentation once or twice a month.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Andrew Aul'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®
Experience
Current
September 6, 2023 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 16253 Swingley Ridge Rd Ste 125, Chesterfield, MO 63017Office #2: 231 N Main St, Edwardsville, IL 62025RIA
CRD#: 313928
Chesterfield, MO
Past
September 29, 2021 - December 31, 2022
AUL FINANCIAL GROUP, LLC
RIA
CRD#: 315199
Chesterfield, MO
Past
March 20, 2014 - September 6, 2023
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Chesterfield, MO
Past
April 12, 2010 - March 18, 2014
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
MANCHESTER, MO
Past
April 2, 2010 - March 18, 2014
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
MANCHESTER, MO
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
Illinois(9/6/2023)
IAR
Missouri(9/6/2023)
IAR
Texas(9/6/2023)
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#: 313928Chesterfield, MO 63017TRUST BUT VERIFY
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