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Bryce Andersen

Impact Wealth Management

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About Bryce Andersen

Bryce Andersen is a financial advisor with Impact Wealth Management. Bryce has been in the financial services industry for over 14 years and holds Series 7, 9, 10 and 66 licenses. Bryce also holds the Certified Financial Planner and Chartered Financial Consultant designations. Bryce provides financial planning and portfolio management services for individuals, families, and businesses. Bryce also offers educational seminars and coaching and consulting services.

Firm Information

Bryce Andersen is currently registered with Impact Wealth Management. Impact Wealth Management is a financial advisor located in [REDACTED] that provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $38.23 million in assets for 187 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

$38.23M

Assets Under Management

1

Total Clients

2

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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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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Bryce Andersen’s Registration & Firm History

SD

03/04/2024 - Present

Impact Wealth Management (SIOUX FALLS SD)

SD

06/28/2019 - 01/08/2021

FBL MARKETING SERVICES, LLC (Sioux Falls SD)

SD

12/01/2017 - 07/02/2019

WELLS FARGO CLEARING SERVICES, LLC (SIOUX FALLS SD)

NM

07/10/2010 - 12/05/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS CRUCES NM)

NM

04/02/2008 - 06/22/2010

NATIONWIDE INVESTMENT SERVICES CORPORATION (SANTA FE NM)

NM

10/24/2007 - 01/04/2008

BANCWEST INVESTMENT SERVICES, INC. (LAS CRUCES NM)

SD

02/24/2006 - 07/27/2007

WELLS FARGO INVESTMENTS, LLC (SPEARFISH SD)

MN

02/21/2005 - 02/24/2006

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/24/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/24/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryce Andersen.
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