Dean Lawerence Kiser
Investment adviser representative at Impact Partnership Wealth, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3BFirm assets
Are you Dean Lawerence Kiser? Claim your profile
Contact this firm
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
15 years in the industry.
- Impact Partnership Wealth, LLCAug 2022 to now
- Sage Wealth Design IncAug 2022 to now
- Hornor Townsend & Kent IncJun 2011 to Aug 2022
- Penn Mutual Life Ins CoJun 2011 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (NV, UT).
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
- 2973205
- Firm CRD
- 313928