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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelton? Claim Your ProfileKelton Merrill Burgess is a registered investment advisor representative in Pennsylvania and is associated with Impact Partnership Wealth, LLC. Kelton Merrill Burgess's firm, Impact Partnership Wealth, LLC, provides investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and other businesses. The firm's advisory services include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. Kelton Merrill Burgess has a law degree and has been an attorney since 2013. He is also the owner of KMB Financial DBA Cranberry Wealth which provides financial services and investment advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
03/16/2023 - Present
Impact Partnership Wealth, LLC (Cranberry TWP PA)
IA
Issued 09/02/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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