Tracey Elizabeth Richardson
Investment adviser representative at Impact Partnership Wealth, LLC
12 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
12 years in the industry.
- Aul Financial GroupSep 2025 to now
- Impact Partnership Wealth, LLCSep 2025 to now
- MadrinaJul 2023 to now
- Parkmoor, LLCFeb 2019 to now
- Choreo, LLCNov 2023 to Apr 2025
- Bdo Wealth Advisors, LLCMar 2023 to Nov 2023
- Northwestern Mutual Investment Services LLCJul 2022 to Dec 2022
- Socium Advisors - Egerthe, LLCApr 2022 to Dec 2022
- Scott UnderwoodApr 2022 to Jun 2022
- AIG Retirement ServicesJul 2016 to Apr 2022
- Valic Financial Advisors, Inc.Jun 2016 to Apr 2022
- Hoopla Events LLCJan 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 4362844
- Firm CRD
- 313928