Frederick Charles Whitford
Investment adviser representative at Impact Partnership Wealth, LLC
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Colorado Wealth NetApr 2025 to now
- Impact Partnership Wealth, LLCJan 2024 to now
- Oxygen To YouJun 2016 to now
- Retirement Design Group, Inc.Nov 2004 to now
- Advisor Share Wealth ManagementNov 2023 to Jan 2024
- First Line Financial, Inc.Aug 2023 to Oct 2023
- Brookstone Capital ManagementDec 2019 to Apr 2023
- Specialized Advisors, LLCJun 2019 to Oct 2019
- Jd Mellberg LLCFeb 2019 to Mar 2022
- Emerson Equtiy LLCNov 2013 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, FL).
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
- 2560740
- Firm CRD
- 313928