AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MR

Michael Thomas Riedmiller

IMPACT PARTNERSHIP WEALTH
Lincoln, NE
·CRD# 6552569·11 years experience

Professional Summary

Michael Thomas Riedmiller, who also goes by Mike Riedmiller, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Lincoln, Nebraska. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 5 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Riedmiller

Blog Corner

Similar Advisors

MH
Matthew J Hudzina

MORGAN STANLEY

Alpharetta, GA · CRD#
View profile
Dacula, GA · CRD#
MS
Maximilian Soares

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
GH
Gregory Holland

O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

MH
Matthew J Hudzina

MORGAN STANLEY

Alpharetta, GA · CRD#
Dacula, GA · CRD#
MS
Maximilian Soares

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
GH
Gregory Holland

O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

MH
Matthew J Hudzina

MORGAN STANLEY

Alpharetta, GA · CRD#
Dacula, GA · CRD#
MS
Maximilian Soares

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
GH
Gregory Holland

O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

MH
Matthew J Hudzina

MORGAN STANLEY

Alpharetta, GA · CRD#
Dacula, GA · CRD#
MS
Maximilian Soares

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
GH
Gregory Holland

O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD#

Years of Experience

11 years in the financial services industry

Current & Past Employments

IMPACT PARTNERSHIP WEALTH, LLC·CRD# 313928
RIA
1. 233 S. 13th Street Offices 1102 1103, Lincoln, NE, 685082. 12112 Shamrock Plaza, Omaha, NE 68154
August 16, 2021 - Present
COPPELL ADVISORY SOLUTIONS LLC·CRD# 156549
RIA
Omaha, NE
February 27, 2020 - August 26, 2021
ZEGA FINANCIAL, LLC·CRD# 156803
RIA
Lincoln, NE
January 18, 2019 - January 3, 2020
BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658
RIA
Lincoln, NE
May 25, 2017 - January 18, 2019
ROYAL FUND MANAGEMENT, LLC·CRD# 144434
RIA
Lincoln, NE
September 24, 2015 - May 17, 2017

Similar Advisors

MH
Matthew J Hudzina

MORGAN STANLEY

Alpharetta, GA · CRD#
Dacula, GA · CRD#
MS
Maximilian Soares

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
GH
Gregory Holland

O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD#

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 - SEC (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - Maryland (10/18/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1688 White Circle Nw, Marietta, GA 30066

Phone Number

(800) 380-5040

# of Employees

100

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

16,058

AUM (Assets Under Management)

$2,963,975,229

Similar Advisors

MH
Matthew J Hudzina

MORGAN STANLEY

Alpharetta, GA · CRD#
Dacula, GA · CRD#
MS
Maximilian Soares

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
GH
Gregory Holland

O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) 07/2017 - RIEDMILLER WEALTH MANAGEMENT (DBA FOR IA AND INSURANCE BUSINESS), OMAHA, NE. INVESTMENT RELATED. 80 HOURS PER MONTH/ 80 HOURS DURING TRADING HOURS. OWNER. INVESTMENT ADVISORY DBA, AND INSURANCE AND ANNUITY SALES AND EDUCATION 2)The Impact Partnership, LLC is an insurance marketing organization ("IMO"). NON-INVESTMENT REALTED. Activity: Commission (income) related to the recommendation or sale of life insurance or fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: Omaha, NE. Life insurance agent start date for this OBA: 04/2017. 30 hours per month - with all 30 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products. 3)Co-Author of two
(2) books, "The Road To Success" and "Performance 360"; Omaha, NE; 0 hrs/mo during trading hours; Contributed to a chapter in each book on general financial education.

Similar Advisors

MH
Matthew J Hudzina

MORGAN STANLEY

Alpharetta, GA · CRD#
Dacula, GA · CRD#
MS
Maximilian Soares

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
GH
Gregory Holland

O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD#

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 - SEC (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - Maryland (10/18/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Nebraska
(8/27/2021)
IAR
Texas
(11/9/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2015About the Series 65 exam

Similar Advisors

MH
Matthew J Hudzina

MORGAN STANLEY

Alpharetta, GA · CRD#
Dacula, GA · CRD#
MS
Maximilian Soares

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
GH
Gregory Holland

O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Riedmiller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

MH
Matthew J Hudzina

MORGAN STANLEY

Alpharetta, GA · CRD#
Dacula, GA · CRD#
MS
Maximilian Soares

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
GH
Gregory Holland

O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD#
MR
Follow Michael
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required