Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Troyer is a financial advisor with Impact Partnership Wealth, LLC. Mark has been in the financial industry for over 20 years and holds Series 7 and 63 licenses. Mark also has a Series 65 license and has been active in the investment advisory industry since 2020. Mark is registered in Arizona and Indiana and focuses on high-net-worth individuals, corporations, and other businesses. Mark provides financial planning, educational seminars, and portfolio management services to his clients.
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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2
IN
07/22/2022 - Present
Impact Partnership Wealth, LLC (Fort Wayne IN)
IN
01/26/2001 - 03/17/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
01/26/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MO
02/09/2000 - 01/11/2001
EDWARD JONES (ST. LOUIS MO)
IN
04/26/1999 - 02/08/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/26/1999 - 02/08/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 02/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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