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Aaron Alex Dixon

Impact Partnership Wealth, LLC

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About Aaron Alex Dixon

Aaron Dixon is a financial advisor with Impact Partnership Wealth, LLC, based in Marietta, GA. Aaron Dixon specializes in financial planning, portfolio management for individuals, and educational seminars. Aaron Dixon is registered with the state of Georgia as an Investment Advisor Representative and has earned the Series 63 and Series 65 licenses.

Firm Information

Aaron Dixon is currently registered with Impact Partnership Wealth, LLC. Impact Partnership Wealth, LLC is a financial advisory firm headquartered in Marietta, Georgia. The firm offers financial planning, portfolio management for individuals and investment companies, and educational seminars. Impact Partnership Wealth manages approximately $751.6 million in assets for 7,527 clients.
Impact Partnership Wealth, LLC

1688 WHITE CIRCLE NW

MARIETTA, GA 30066

$751.62M

Assets Under Management

Not reported

Total Clients

58

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Dixon’s Registration & Firm History

GA

07/18/2024 - Present

Impact Partnership Wealth, LLC (MARIETTA GA)

IL

08/15/2023 - 04/17/2024

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IL

06/10/2022 - 11/07/2022

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 06/12/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Alex Dixon.
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