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Aaron Michael Vincent

Impact Partnership Wealth, LLC

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About Aaron Michael Vincent

Aaron Michael Vincent is an active Investment Advisor Representative in Georgia and Texas with Impact Partnership Wealth, LLC, a firm that has its main office in Marietta, Georgia. Aaron has been in the financial industry since 2014. Aaron specializes in Retirement Planning, College Savings, Asset Management and Estate Planning. Aaron's previous experience includes roles at Cambridge Investment Research, Inc. and Voya Financial Advisors, Inc. Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24 and Series 66 licenses.

Firm Information

Aaron Vincent 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 Vincent’s Registration & Firm History

GA

04/15/2024 - Present

Impact Partnership Wealth, LLC (MARIETTA GA)

GA

05/28/2020 - 04/16/2024

CAMBRIDGE INVESTMENT RESEARCH, INC. (Woodstock GA)

GA

02/18/2016 - 06/03/2020

VOYA FINANCIAL ADVISORS, INC. (WOODSTOCK GA)

GA

06/10/2014 - 01/21/2016

QUESTAR CAPITAL CORPORATION (WOODSTOCK GA)

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Licenses & Designations

BOTH

Issued 12/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Michael Vincent.
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