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Shayna Leanne Fossum

Impact Partnership Wealth, LLC

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About Shayna Leanne Fossum

Shayna Leanne Fossum is a financial advisor who has been in the industry since 2018. Shayna holds a Series 7, Series 66 and SIE license. Shayna is currently registered with Impact Partnership Wealth, LLC and is also registered in Florida, Georgia and Texas. Prior to joining Impact Partnership Wealth, LLC, Shayna was a financial advisor at Madison Avenue Securities, LLC. Shayna specializes in financial planning, investment management and insurance products.

Firm Information

Shayna Fossum 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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Shayna Fossum’s Registration & Firm History

GA

04/12/2024 - Present

Impact Partnership Wealth, LLC (Forsyth GA)

GA

09/13/2018 - 12/15/2023

MADISON AVENUE SECURITIES, LLC (Macon GA)

GA

08/22/2018 - 09/12/2018

MADISON AVENUE SECURITIES, LLC (DUBLIN GA)

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Licenses & Designations

BOTH

Issued 12/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shayna Leanne Fossum.
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