Dean Lawerence Kiser

CFP

Impact Partnership Wealth, LLC

24 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Impact Partnership Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

5,181 clients

Average Client Portfolio

$325K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1688 White Circle Nw, Marietta, GA, 30066

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Dean works as an insurance agent in Utah since 2022, selling various insurance products. This investment-related activity takes about half of his time.