Paul Jeffrey Bertrand
Investment adviser representative at Impact Partnership Wealth, LLC
26 yearsExperience
1 stateRegistered in
$3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Lighthouse Wealth Management. LLCDec 2023 to now
- Impact Partnership Wealth, LLCSep 2023 to now
- Municipal Retirement Solutions, LLCJun 2022 to Dec 2023
- Brookstone Wealth AdvisorsJun 2022 to Aug 2023
- Nationwide Investment ServicesDec 2000 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2269073
- Firm CRD
- 313928