Mark Duane Troyer
Investment adviser representative at Impact Partnership Wealth, LLC
17 yearsExperience
3 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
17 years in the industry.
- Troyer TaxOct 2025 to now
- Impact Partnership Wealth, LLCJul 2022 to now
- Troyer Retirement (fka Blackstone Financial Firm)Jan 2009 to now
- Foundations Investment Advisors LLCSep 2020 to Jul 2022
- Aegis Wealth Management, Inc.Nov 2019 to Aug 2020
- Foundations Investment Advisors, LLCJan 2017 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (AZ, IN, TX).
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
- 3216650
- Firm CRD
- 313928