RT
Richard C. Trabue
IMPACT PARTNERSHIP WEALTH
Acworth, GA
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CRD#: 7749911
RT
Professional summary
Richard Conrad Trabue is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Acworth, Georgia.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Richard has worked at 1 firm and has passed the Series 65 exam.
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) Consha Financial; Yes Investment Related; 33 Thorncliff Ct Acworth, GA 30101; Financial Strategies using annuities and life insurance; Financial Strategist, Owner and CEO; 10/20/2021; 50hrs/Mo Devoted; 25hrs/Mo Devoted During Security Trading Hours. I run the business as a whole, client interactions, follow up, profit and loss statements, ROI tracking and filing of taxes. 2) RITR Art and Clothing Company; Non Investment Related; Acworth, GA; Online Retail Store; Owner and Artist; Start Date: 2018; Approximately 20 hours/mo outside trading hours; designing custom art and fashion products. 3) Retirement Wealth Plan; Non Investment Related; 33 Thorncliff Ct Acworth, GA; Promoting a book; Author; 2/1/2023; 4hrs/Mo; 4hrs/Mo during Trading Hours. Selling this book for profit and giving it away as a marketing tool for prospects, clients and referrals. 4) AE Medicare Solutions; Not Investment Related; 33 Thorncliff Ct Acworth, GA 30101; Provide Medicare Solutions for my prospects and clients through Advisor Excel's partnership; Financial Advisor; 1/13/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Outsource Medicare options and solutions for my prospects and clients to my preferred partner as added value for my prospects and clients that need Medicare. 5) Money Basics - The Things You Should Have Learned at 10; Not Investment Related; 33 Thorncliff Ct Acworth, GA, 30101; Promoting a book I wrote for profit and revenue generation; Financial Advisor; 2/1/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Selling this book for profit and giving it away as a marketing tool for prospects, clients and referrals.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Conrad Trabue'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
June 14, 2023 - Present
IMPACT PARTNERSHIP WEALTH, LLC
RIA
CRD#: 313928
Acworth, 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(6/14/2023)
IAR
Texas(12/21/2023)
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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