SF
Shayna L. Fossum
IMPACT PARTNERSHIP WEALTH
Forsyth, GA
Some features on this profile are disabled
CRD#: 6939671
SF
Professional summary
Shayna Leanne Fossum, who also goes by Shayna Leanne Danner, Shayna Fossum, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Forsyth, Georgia and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Shayna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Shayna has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shayna Leanne Danner | Shayna Fossum
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) S.E.L.F. WEALTH LLC; YES INVESTMENT RELATED; 203 CRESCENT DR. FORSYTH, GA 31029; FINANCIAL PLANNING, INVESTMENT ADVISING, INSURANCE PRODUCTS; OWNER, PRESIDENT; 12/2023; 160HRS/MO; 130HRS/MO DURING SECURITITES TRADING HOURS; MEETING WITH CLIENTS, CREATING FINANCIAL PLANS, IMPLEMENTING INVESTMENTS, BOOKKEEPING, CLIENT SERVICING, ETC. 2) SPECIALITY CONCRETE SOLUTIONS INC; NON INVESTMENT RELATED; FORSYTH GA; HUSBAND'S CONCRETE COMPANY; CFO; 09/2007; 1HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; MINIMALLY HELP WITH BOOK WORK.
CRS (Client Relationship Summary) - RIA
Click below to view Shayna Leanne Fossum'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
April 12, 2024 - Present
IMPACT PARTNERSHIP WEALTH, LLC
RIA
CRD#: 313928
Forsyth, GA
Current
January 5, 2024 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
January 5, 2024 - May 20, 2024
IP FINANCIAL ADVISORY SERVICES LLC
RIA
CRD#: 305772
Forsyth, GA
Past
December 21, 2018 - December 15, 2023
MADISON AVENUE SECURITIES, LLC
RIA
CRD#: 23224
Macon, GA
Past
September 13, 2018 - December 15, 2023
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
Macon, GA
Past
August 22, 2018 - September 12, 2018
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
DUBLIN, 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(1/5/2024)
RR
Georgia(1/5/2024)
IAR
Georgia(4/15/2024)
RR
Texas(1/5/2024)
IAR
Texas(4/12/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
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.
