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Craig Eastman Shepard

Impact Partnership Wealth, LLC

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About Craig Eastman Shepard

Craig Eastman Shepard is an Investment Advisor Representative at Impact Partnership Wealth, LLC, a firm registered with the SEC and located in Marietta, Georgia. Craig has been in the financial industry since 2009 and holds both Series 66 and Series 7 licenses. Prior to joining Impact Partnership Wealth, LLC, Craig worked at Lincoln Financial Advisors Corporation and Thrivent Investment Management Inc. Craig specializes in providing financial planning, portfolio management, and educational seminars.

Firm Information

Craig Shepard 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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Craig Shepard’s Registration & Firm History

GA

02/26/2024 - Present

Impact Partnership Wealth, LLC (MARIETTA GA)

MA

10/21/2010 - 12/07/2011

LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)

MA

03/23/2009 - 08/11/2010

THRIVENT INVESTMENT MANAGEMENT INC. (CONCORD MA)

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Licenses & Designations

BOTH

Issued 04/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Eastman Shepard.
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