Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Baumann is an investment advisor representative with Impact Partnership Wealth, LLC in Melbourne, FL. Michael has been in the industry since 1986 and is licensed in Florida. Michael also works as an insurance agent at Honor Insurance Group LLC. Michael holds FINRA licenses Series 7 and 63. Michael is committed to providing personalized financial advice to meet clients' individual needs. Michael has extensive experience in financial planning, portfolio management, and insurance.
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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GA
07/10/2023 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
FL
03/06/2015 - 04/10/2015
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Melbourne FL)
FL
03/21/2011 - 03/08/2013
CENTER STREET SECURITIES, INC. (INDIAN HARBOUR BEACH FL)
FL
11/12/2007 - 12/31/2008
USA FINANCIAL SECURITIES CORPORATION (INDIAN HARBOUR BEACH FL)
NY
05/26/1988 - 10/12/2007
JOHN J. CARROLL & COMPANY (COLD SPRING HARBOR NY)
NY
07/23/1986 - 10/13/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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