Curtis Craig James

Impact Partnership Wealth, LLC

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

12940 Harriet Ave S, Ste 260, Burnsville, MN, 55337

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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

Curtis is the President of Bear Market Financial Services, LLC, where he meets with clients to discuss their needs and retirement goals, focusing on insurance-based products. He dedicates about a quarter of his time to this activity, with most of it occurring during securities trading hours.