Craig Eastman Shepard

Impact Partnership Wealth, LLC

14 Years of Experience

1 DisclosureSells 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 (1)

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Criminal

March 1988

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Craig is the owner, manager, and president of Federal Retirement Solutions LLC, offering insurance and retirement income planning services. He dedicates significantly more than full-time hours to this activity, with about half of his time occurring during security trading hours, meeting with prospective clients and creating retirement plans.

Employment History

Current Registrations

Impact Partnership Wealth, LLC

February 2024 - Present · 2 yrs

Previous Registrations

Brookstone Wealth Advisors, LLC

November 2013 - January 2024 · 10 yrs 2 mos

Lincoln Financial Advisors Corporation

October 2010 - December 2011 · 1 yr 2 mos

Thrivent Investment Management INC.

May 2009 - August 2010 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.