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Shawn Gary O\'keefe

Impact Partnership Wealth, LLC

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About Shawn Gary O\'keefe

Shawn O'Keefe is an Investment Advisor Representative with Impact Partnership Wealth, LLC based in Denver, Colorado. Shawn has been in the financial industry since 1994. Shawn also works with Summit Wealth Asset Management LLC.

Firm Information

Shawn O\'keefe 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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Shawn O\'keefe’s Registration & Firm History

CO

10/17/2023 - Present

Impact Partnership Wealth, LLC (Denver CO)

CO

03/04/2014 - 06/27/2016

PROEQUITIES, INC. (DENVER CO)

CO

10/11/2011 - 02/10/2014

AXA ADVISORS, LLC (DENVER CO)

CO

06/26/2007 - 10/04/2011

ALLSTATE FINANCIAL SERVICES, LLC (ENGLEWOOD CO)

CO

10/05/1994 - 06/15/2007

MML INVESTORS SERVICES, INC. (DENVER CO)

NJ

07/27/1994 - 09/20/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 06/17/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/24/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/17/2001

Series 24 - General Securities Principal Examination

BC

Issued 06/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Shawn Gary O\'keefe. Review regulatory record here.
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