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EH

Elizabeth M. Heneman

IMPACT FINANCIAL
Grandview Heights, OH
Some features on this profile are disabled
CRD#: 6961572
EH

Professional summary

Elizabeth Michelle Heneman, who also goes by Elizabeth Heneman, Ellie Heneman, is a registered financial advisor currently at IMPACT FINANCIAL located in Grandview Heights, Ohio.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Elizabeth has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth Heneman | Ellie Heneman

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Michelle Heneman'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®
None

Experience

Current

March 4, 2026 - Present

IMPACT FINANCIAL

RIA
CRD#: 308155
Grandview Heights, OH
Past

November 22, 2023 - March 26, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Columbus, OH
Past

July 28, 2023 - March 26, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Columbus, OH

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
(3/4/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/27/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/4/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/22/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/30/2023
Securities Industry Essentials Examination

Current Firm

IMPACT FINANCIAL
IMPACT FINANCIAL
IMPACT FINANCIAL | IMPACT FINANCIAL LLC

CRD#: 308155 / SEC#:

Illinois
Registered Investment Advisory firm - (5/15/2020 Approved)
Massachusetts
Registered Investment Advisory firm - (4/12/2023 Approved)
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Contact information

Main Address
Boston, MA
Mailing Address
Phone number
(617) 544-1776
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts88
AUM (Assets Under Management)$ 11,082,473

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.

Company Information

IMPACT FINANCIAL

IMPACT FINANCIAL

CRD#: 308155Grandview Heights, OH

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