linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Roland Blair

Impact Partnership Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Roland Blair

Daniel Blair is an Investment Advisor Representative at Impact Partnership Wealth, LLC, located in Denver, Colorado. Daniel has worked in the financial services industry since 2006. Daniel has a Series 63 and 65 license, as well as a Series 6 and SIE. Daniel is a Registered Investment Advisor in Colorado, Minnesota, Missouri and Texas.

Firm Information

Daniel Blair 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Blair’s Registration & Firm History

CO

10/17/2023 - Present

Impact Partnership Wealth, LLC (Denver CO)

CO

03/25/2014 - 07/13/2016

PROEQUITIES, INC. (DENVER CO)

CO

09/11/2012 - 01/30/2014

AXA ADVISORS, LLC (DENVER CO)

CO

11/13/2007 - 09/12/2012

ALLSTATE FINANCIAL SERVICES, LLC (DENVER CO)

CO

10/05/2006 - 11/14/2007

MML INVESTORS SERVICES, INC. (DENVER CO)

GA

01/01/2005 - 09/29/2006

WORLD GROUP SECURITIES, INC. (DULUTH GA)

Not sure if Daniel Roland Blair is right for you?

Licenses & Designations

IA

Issued 02/06/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Roland Blair.
Not sure if Daniel Roland Blair is right for you?