Aaron M. Vincent
IMPACT PARTNERSHIP WEALTH
Woodstock, GA 30188
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CRD#: 6310197
Professional summary
Aaron Michael Vincent, CFP® is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Woodstock, Georgia.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Aaron has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 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) ADVANCED PLANNING GROUP; NOT INVESTMENT RELATED; 9200 SOUTH MAIN STREET, STE 2A, WOODSTOCK, GA; FIXED LIFE INSURANCE SALES; OWNER AND AGENT; 10/15/19; 40HRS/MO; 30HRS/MO DURING SECURITIES TRADING HOURS. SELLING LIFE INSURANCE AND ANNUITIES. 2) INEVITABLE HOLDINGS LLC; NOT INVESTMENT RELATED; 9200 MAIN STREET, STE 2A, WOODSTOCK, GA; REAL ESTATE HOLDINGS; MANAGING PARTNER; 06/28/21; 4HRS/MO; 2HRS/MO DURING SECURITIES TRADING HOURS; OWNER/PARTNER IN REAL ESTATE HOLDING COMPANY THAT OWNS THE OFFICE BUILDING AS WELL AS OTHER PROPERTIES. 3) AMERICAN RETIREMENT INSTITUTE; NOT INVESTMENT RELATED; WOODSTOCK, GA; FINANCIAL EDUCATION; EDUCATOR; 8/1/2025; 8HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; I WILL BE TEACHING/PRESENTING FINANCIAL CONCEPTS TO ADULTS.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Michael Vincent'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®
Start date: 2021
Experience
Current
April 15, 2024 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 9200 Main St Ste 2a, Woodstock, GA 30188RIA
CRD#: 313928
Woodstock, GA
Past
May 28, 2020 - April 16, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Woodstock, GA
Past
May 28, 2020 - April 16, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Woodstock, GA
Past
March 8, 2016 - June 3, 2020
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
WOODSTOCK, GA
Past
February 18, 2016 - June 3, 2020
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WOODSTOCK, GA
Past
December 19, 2014 - January 21, 2016
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
WOODSTOCK, GA
Past
June 10, 2014 - January 21, 2016
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
WOODSTOCK, GA
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
Georgia(4/18/2024)
IAR
Texas(4/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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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Check for any disclosures as part of your thorough research when choosing an advisor.
