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David Matthew Brandon

Impact Partnership Wealth, LLC

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About David Matthew Brandon

David Brandon is a financial advisor at Impact Partnership Wealth, LLC, with a registration date of September 27, 2023. David Brandon has passed the Uniform Investment Adviser Law Examination (Series 65) in August 2022 and has been in the industry since June 2021. Impact Partnership Wealth, LLC provides a range of services including portfolio management for individuals and financial planning. David Brandon has worked with Impact Partnership Wealth, LLC since September 2023. David Brandon is registered with the state of Missouri as an Investment Advisor Representative. David Brandon also works with Aul Insurance Group, LLC in Chesterfield, MO, providing life insurance and annuity sales as a paraplanner.

Firm Information

David Brandon 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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David Brandon’s Registration & Firm History

MO

09/27/2023 - Present

Impact Partnership Wealth, LLC (Chesterfield MO)

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Licenses & Designations

IA

Issued 08/05/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Matthew Brandon.
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