Ryan Nicholas Shubin
Investment adviser representative at Impact Partnership Wealth, LLC
15 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
15 years in the industry.
- Impact Partnership Wealth, LLCJun 2023 to now
- Fort Worth Boat ClubJan 2023 to now
- Pks Financial Services, Inc.Nov 2011 to now
- Purshe Kaplan Sterling InvestmentsNov 2011 to now
- Global View Capital Insurance, Ltd.Sep 2021 to Jun 2023
- Global View Capital Management, Ltd.Sep 2021 to Jun 2023
- Global View Captial Advisors, Ltd.Aug 2021 to Jun 2023
- Rns Holdings, LLC dba Woodland Adventure CompanyJul 2017 to Dec 2022
- Legacy Private Client Group, Inc.Apr 2017 to Oct 2021
- Legacy Private Client GroupNov 2011 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4367965
- Firm CRD
- 313928